Personal Tax Planning Director

Taxation; Greater London; Hybrid; GBP 85,000 - GBP 100,000; Full time

Job summary

A respected accountancy practice in the United Kingdom is seeking a Director for their Private Client Tax team. This high-profile role involves delivering personal tax advisory services to high-net-worth clients, mentoring a team of advisers, and collaborating on business development. Candidates should possess excellent communication skills and in-depth knowledge of UK tax regulations, especially concerning HNW clients. The position offers a competitive salary of £85k - £100k plus benefits and hybrid working options.

Benefits

Hybrid working 2-3 days a week

Qualifications

• Experience in delivering personal tax advisory services to HNW clients.
• Ability to mentor and develop a team of advisers.
• Experience with succession planning and trusts.

Responsibilities

• Deliver personal tax advisory services to high-net-worth clients.
• Mentor a team of advisers to ensure high-quality service.
• Collaborate with Partners on business development initiatives.

Skills

Excellent communication skills

Interpersonal skills

Knowledge of UK income tax

Knowledge of CGT and IHT

Education

CTA qualification

Job description

A rare opportunity to join the thriving Private Client Tax team of a respected accountancy practice.

You’ll play a key role in delivering personal tax advisory services to a HNW client base of new money entrepreneurs, business owners, families and landed wealth. You’ll also mentor a team of advisers, developing their skills and ensuring high quality client service levels.

This is a high profile, client relationship management role, requiring excellent communication and interpersonal skills. An in-depth knowledge of UK income tax, CGT and IHT as it applies to HNW private clients and their families is important. The CTA qualification is a pre‑requisite.

You’ll get involved with a broad range of private client tax work including succession planning, the use of trusts and family investment companies, advice regarding residence and the new FIG regime.

As one of the key members of the Private Client Tax team, you’ll also work alongside Partners on related business development and networking initiatives, enabling you to build a name across the region.

Based in Bath (or potentially Bristol), the role offers hybrid working 2‑3 days a week. The position would suit an existing Director seeking a new challenge in a friendly, sociable and supportive environment. Alternatively, the team would consider a good Senior Manager ready to step up to Director grade.

Salary will be dependent on experience but is likely to be in the region £85k - £100k + bens.

To find out more, just email [e-mail] quoting reference 5217

Alternatively, simply apply below: