Personal Tax Planning Director, Bath

Howells Consulting Ltd; United Kingdom; Hybrid; GBP 85,000 - 100,000; Full time

Job summary

A respected accountancy practice in the UK seeks a Director in the Private Client Tax team to deliver personal tax advisory services to high-net-worth clients. The role involves mentoring team members, developing client relationships, and engaging in business development. Candidates must have a CTA qualification and strong knowledge of UK tax laws. The position offers a hybrid work model and competitive salary between £85k-£100k plus benefits.

Qualifications

• In-depth knowledge of UK tax laws as applied to HNW clients.
• Experience in succession planning and using trusts.
• Ability to manage client relationships effectively.

Responsibilities

• Deliver personal tax advisory services to a diverse client base.
• Mentor and develop the skills of team advisers.
• Engage in business development and networking initiatives.

Skills

Excellent communication skills

Interpersonal skills

Knowledge of UK income tax

Knowledge of CGT and IHT

Mentoring skills

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 Swindon), 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 + benefits.

Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.