Our Client
Our client is a highly respected and long-established
accountancy and advisory firm in the South West, with a strong regional
presence and a national network behind them. They combine deep technical
expertise with a people-first culture, offering flexibility, autonomy and
long-term career opportunity.
With a genuine commitment to work–life balance, professional
growth and using business as a force for good, this is a firm where experienced
professionals are trusted, supported and encouraged to make an impact.
The Role
This is a senior leadership opportunity for an experienced Private
Client Tax specialist to play a pivotal role within a well-established and
growing Private Client team.
You’ll lead the delivery of high-quality tax advisory and
compliance services to a portfolio of high net worth and ultra-high net worth
individuals, families and trusts. Alongside this, you’ll contribute to business
development, mentor colleagues and help shape the future direction of the
private client offering.
The role offers hybrid working and flexibility, with
scope to balance client, leadership and strategic responsibilities in a
sustainable way.
Key Responsibilities
Client & Advisory Leadership
- Managing
and advising a portfolio of high net worth clients on all aspects of
personal tax and wealth planning
- Leading
complex and ad-hoc advisory projects across areas such as IHT, CGT,
trusts, residence and domicile
- Ensuring
timely, accurate delivery of personal, trust and related tax returns
- Keeping
ahead of UK tax legislation and proactively identifying advisory
opportunities for clients
Business Development
- Identifying
opportunities to expand client relationships and introduce additional
services
- Supporting
partners with new client engagement and contributing to marketing and
profile-raising activity
- Building
and maintaining a strong professional network
People & Team Leadership
- Coaching,
mentoring and supporting members of the Private Client team
- Reviewing
work, resolving technical queries and maintaining high quality standards
- Working
closely with fellow tax leaders to ensure joined-up leadership across the
tax function
About You
You’ll be an experienced private client tax professional
with strong technical credibility and a commercial, client-focused mindset.
You are likely to bring:
- Extensive
experience advising high net worth individuals and families
- Deep
technical knowledge across areas such as IHT, trusts, CGT, family
investment companies, residence and domicile
- Experience
of wealth planning, intergenerational planning and complex private
structures
- Exposure
to international personal tax issues and offshore structures
- A
proven track record of winning and developing work within the private
client space
- A
collaborative leadership style, with a genuine interest in developing
others
What’s on Offer
- Highly
competitive senior-level salary with regular benchmarking and review
- Choice
of hours – from 22 hrs/wk up to full time
- Hybrid
and flexible working arrangements
- Private
medical insurance, health cash plan and wellbeing support
- Enhanced
maternity and paternity pay
- Pension
and life assurance
- Option
to buy additional annual leave
- Paid
volunteer leave and community initiatives
- Cycle
to work scheme and flexible benefits platform
- A
supportive, inclusive culture where your voice is heard
Call to Action
If you’re a Private Client Tax leader looking for a role
that combines technical challenge, client impact and flexibility — within a
firm that genuinely values its people — we’d love to hear from you.
Apply now or get in touch for a confidential conversation.
*Full time equivalent – actual salary will depend on hours worked
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