Personal Tax Director - Bristol

Tolley; Greater London; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

Join a leading accountancy firm in a strategic role within the Private Client Tax team. This position offers the chance to work closely with high-profile partners, advising a diverse private client base on complex tax issues including succession planning and wealth extraction. The firm fosters a supportive environment that values work/life balance, allowing for flexible working arrangements. Ideal for an Associate Director or Director ready to make a significant impact in a meritocratic setting, this role promises both challenge and opportunity for professional growth.

Qualifications

• Strong technical grasp of income and capital taxes planning.
• Experience in advising high net worth clients.

Responsibilities

• Advise clients on succession planning and wealth extraction.
• Manage relationships with high-profile partners and clients.

Skills

Client Relationship Management

IHT Planning

CGT Planning

Communication Skills

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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