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Personal Tax Director

Clark Wood - Tax Recruitment

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 in Bristol. This pivotal role involves managing a portfolio of high-net-worth individuals and leading complex tax advisory projects. You will ensure timely delivery while mentoring junior staff, all within a supportive environment that encourages career progression towards potential partnership. If you're passionate about tax advisory and looking to make a significant impact in a dynamic team, this opportunity is perfect for you.

Qualifications

  • CTA qualified with extensive personal tax advisory experience.
  • Up-to-date knowledge for optimal client advice.

Responsibilities

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

Skills

Personal Tax Advisory
Compliance Knowledge
Project Management
Client Engagement

Education

CTA Qualification
STEP, ACA, or ACCA

Job description

Private Client Tax Director - Bristol

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:

Email: richard@clark-wood.co.uk
Phone: 01173 291052

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