Personal Tax Director

Clark Wood - Tax Recruitment; Bristol; On-site; GBP 70,000 - 115,000; Full time

Job summary

A leading recruitment firm seeks a Private Client Tax Director in Bristol to lead tax advisory projects and manage high-net-worth clients. This pivotal role involves mentoring juniors and offers a clear path for career progression, supported by a partner team.

Qualifications

• CTA qualified, with ideally STEP, ACA, or ACCA.
• Extensive experience in personal tax advisory.
• Up-to-date knowledge to provide optimal client advice.

Responsibilities

• Manage a portfolio of high-net-worth individuals.
• Oversee complex advisory projects and prepare reports.
• Mentor junior team members and support career progression.

Skills

Personal tax advisory

Compliance

Project management

Education

CTA qualification

STEP qualification

ACA qualification

ACCA qualification

Job description

Private Client Tax Director - Bristol

Looking for a new opportunity in Bristol? Join our team as a Private Client Tax Director and play a crucial role in our senior management team. Lead tax advisory projects, ensure timely and budget-compliant delivery, and engage in regional networking to expand our business.

Role Overview:

Manage Tax Clients: Handle a portfolio of high-net-worth individuals (HNWIs), non-residents, and non-domiciled individuals across the Bristol & South West region.
Lead Projects: Oversee complex advisory projects, prepare comprehensive reports, manage project delivery, and mentor junior team members.
Career Growth: With support from our Partner team, you will have a clear path to potential Partner progression.

Qualifications:

CTA qualified, ideally with STEP, ACA, or ACCA.
Extensive experience in personal tax advisory and compliance, with up-to-date knowledge to provide optimal client advice.

Contact Information:

For more details about this Private Client Tax Director role in Bristol, contact Rich Clark at Clark Wood:

Email: [e-mail]
Phone: [phone]