Private Client Tax Director

PRO-TAX RECRUITMENT LIMITED; West of England; Hybrid; GBP 90,000 - 110,000; Full time

Benefits offered by this job

Flexible working

Hybrid options

Private medical insurance

Wellbeing support

Enhanced family leave

Pension

Life assurance

Volunteer leave

Cycle-to-work scheme

Job summary

PRO-TAX RECRUITMENT LIMITED is seeking a Private Client Tax Director in Bristol to lead advisory and compliance for High Net Worth clients, with strong technical UK private tax expertise and a focus on wealth planning. The role offers hybrid working and clear progression within a well-established firm.

You will manage relationships, identify opportunities, and mentor junior staff while contributing to a supportive culture that values development and flexibility.

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.

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.

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.

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.