Personal Tax Director - Bristol

Howells Consulting Ltd; Bristol; Hybrid; GBP 70,000 - 100,000; Full time

Job summary

A leading accountancy firm in Bristol seeks a Director for its Private Client Tax team. This strategic role involves managing relationships with high-net-worth clients, handling income and capital tax planning, and providing comprehensive advice. Candidates should possess a CTA qualification and relevant experience in client management and tax-related issues. Flexible working options available.

Benefits

Work from home options (2-3 days a week)

Flexible working hours

Supportive environment

Opportunities for professional growth

Qualifications

• Strong technical grasp of IHT and CGT planning.
• Experience in networking and developing client relationships.
• Background as Associate Director, Director, or Senior Manager.

Responsibilities

• Advising private clients on succession-planning and wealth extraction.
• Managing client relationships and tax planning.
• Collaborating with teams on business development initiatives.

Skills

Client relationship management

Communication

Business development

Education

CTA qualification

Job description

An opportunity to play a strategic role in the Private Client Tax team of one of Bristol’s leading accountancy firms.

Working with high profile Partners and assisted by an experienced team, you’ll undertake ad hoc income and capital taxes planning for an impressive private client base of HNW entrepreneurs, business owners and their families. You’ll be their key point of contact and advise on a range of issues from succession-planning and extraction of wealth, to trusts, property and transaction-related work.

The role requires excellent client relationship management skills and a strong technical grasp of IHT and CGT planning. You’ll need to be a confident communicator and also enjoy working with colleagues on networking and business development initiatives. You are likely to be an Associate Director or Director seeking a new challenge and the opportunity to really make a difference. Top end Senior Managers with relevant experience, who are looking to step up to Director will also be considered. The CTA qualification is a pre-requisite.

In return you’ll join a top-tier firm, offering a supportive environment that values work/life balance. Scope exists to work from home 2-3 days a week and flexible hours can be accommodated. You’ll also have the opportunity to really stretch yourself in what is a genuine meritocracy. Ref 5139

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