Private Client Tax Director

Pro-Tax; West of England; Hybrid; GBP 90,000 - 110,000; Full time

Benefits offered by this job

Flexible and hybrid working

Competitive salary

Private medical insurance

Enhanced family leave, pension andLife

Volunteer leave and cycle-to-work

Job summary

Pro-Tax in Bristol seeks a Private Client Tax Director to lead advisory and compliance for high net worth individuals. You will deliver complex tax guidance across IHT, CGT, trusts, residence and domicile, while building enduring client relationships and mentoring junior staff.

Ideal candidates are ACA/CTA qualified with senior private client tax experience, excellent knowledge of UK wealth planning, and a proactive, commercial approach to client service. Hybrid working options available.

Qualifications

• ACA/CTA qualified and significant experience in private client tax at senior level.
• Strong technical knowledge of UK private tax and wealth planning.
• Experience advising high net worth and entrepreneurial clients.
• Commercial, proactive and confident managing client relationships.
• Mentoring and leading colleagues

Responsibilities

• Lead private client tax advisory and compliance for High Net Worth individuals.
• Deliver complex advisory work across IHT, CGT, trusts, residence and domicile.
• Build strong, long-term client relationships.
• Identify advisory and business development opportunities.
• Review work and support development of junior team members.

Skills

Private client tax

IHT/CGT expertise

Wealth planning

Education

ACA/CTA qualified

Job description

Private Client Tax Director

£90,000 - £110,000

Bristol

This is an exciting opportunity to join a well-established and highly regarded accountancy and business advisory firm in the South West, with a heritage spanning over 120 years. The firm combines traditional values with a progressive, forward-thinking approach and is known for delivering high-quality advice to a diverse client base.

A supportive, collaborative culture sits at the heart of the business, with a strong emphasis on professional development, flexibility, and work-life balance. You'll be joining a team that values expertise, initiative, and long-term client relationships.

The role can be based from offices across the South West, including Bristol, Swindon, Bath, Chippenham, Cirencester, Trowbridge and Taunton.

What's great about this Private Client Tax Director role?

• Flexible and hybrid working options
• Competitive salary with performance review
• Private medical insurance and wellbeing support
• Enhanced family leave, pension, and life assurance
• Additional benefits including volunteer leave and cycle-to-work scheme

Your role as a Private Client Tax Director:

• Lead private client tax advisory and compliance for High Net Worth individuals.
• Deliver complex advisory work across IHT, CGT, trusts, residence and domicile.
• Build strong, long-term client relationships.
• Identify advisory and business development opportunities.
• Review work and support development of junior team members.

What you'll need to succeed:

• ACA/CTA qualified and significant experience in private client tax at senior level.
• Strong technical knowledge of UK private tax and wealth planning.
• Experience advising high net worth and entrepreneurial clients.
• Commercial, proactive, and confident managing client relationships.
• Comfortable mentoring and leading others.

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.