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Private Client Tax Director - Bristol

Clark Wood

Bristol

On-site

GBP 60,000 - 100,000

Full time

30+ days ago

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Job summary

An established industry player is seeking a Private Client Tax Director to join their senior management team in Bristol. This pivotal role involves managing a portfolio of high-net-worth clients, leading complex tax advisory projects, and ensuring timely delivery while mentoring junior staff. With a clear path for career progression towards partnership, this position offers an exciting opportunity for a qualified professional to make a significant impact. Join a dynamic team committed to excellence in client service and expand your professional network in the South West region.

Qualifications

  • CTA qualified with extensive experience in personal tax advisory and compliance.
  • Up-to-date knowledge to provide optimal client advice.

Responsibilities

  • Manage a portfolio of high-net-worth individuals and oversee complex advisory projects.
  • Mentor junior team members and prepare comprehensive reports.

Skills

Personal Tax Advisory
Client Management
Project Delivery
Mentoring

Education

CTA qualification
STEP qualification
ACA qualification
ACCA qualification

Job description

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:
  1. Manage Tax Clients: Handle a portfolio of high-net-worth individuals (HNWIs), non-residents, and non-domiciled individuals across the Bristol & South West region.
  2. Lead Projects: Oversee complex advisory projects, prepare comprehensive reports, manage project delivery, and mentor junior team members.
  3. Career Growth: With support from our Partner team, you will have a clear path to potential Partner progression.
Qualifications:
  1. CTA qualified, ideally with STEP, ACA, or ACCA.
  2. 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:

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