Overview

Are you an experienced Private Client Tax professional seeking your next challenge with a prestigious regional firm?

The Opportunity: Join an established practice renowned for delivering exceptional tax advisory services to high-net-worth individuals, entrepreneurs, and landed estates. This role offers genuine partnership progression within a collaborative environment that values technical excellence and client relationships.

Key Responsibilities

• Managing complex private client portfolios including CGT planning, IHT mitigation, and trust structures
• Providing strategic tax advice to HNW individuals and family offices
• Leading client meetings and developing long-term advisory relationships
• Mentoring junior team members and contributing to business development
• Handling sophisticated tax computations and compliance matters

Qualifications

• ATT or CTA qualification (or equivalent)
• Minimum 4+ years Private Client Tax experience
• Strong Public Practice background essential
• Technical expertise across CGT, IHT, and trust taxation
• Excellent client management and communication skills

What’s On Offer

• Competitive salary plus performance-related bonus
• Clear partnership pathway
• Comprehensive benefits package including pension and healthcare
• Flexible working arrangements
• Supportive team culture with work-life balance

Location

Bristol or Exeter offices with hybrid working options

How to Apply

Please reach out directly if this role interests you.

Tags: PrivateClientTax, TaxManager, Bristol, Exeter, ATT, CTA, PublicPractice, Career