Private Wealth Tax Expert

6 days ago


Bristol, Bristol, United Kingdom Service Care Solutions Ltd Full time

Service Care Solutions Ltd is working with a prestigious Legal 500 firm based in Bristol to find an experienced Private Wealth tax expert.

This role involves advising high-net-worth clients on complex succession planning, inheritance tax, and estate administration.

The ideal candidate will have significant experience in Private Wealth law and be able to communicate complex legal concepts clearly to HNW individuals and companies.

A competitive salary of £90,000 - £120,000 per annum reflects the firm's commitment to attracting top talent.

The responsibilities of this role include:

  • Developing and implementing bespoke strategies to optimise tax efficiency for clients.
  • Collaborating with a multidisciplinary team to provide holistic legal solutions.
  • Delegating caseloads to junior members of the Private Wealth team.

The firm offers a comprehensive benefits package, including a hybrid working policy, which allows employees to balance their work and personal life effectively.



  • Bristol, Bristol, United Kingdom Service Care Solutions Ltd Full time

    Service Care Solutions Ltd is partnering with a leading law firm based in Bristol to recruit an experienced attorney for their Private Wealth team.About the RoleThis challenging position involves advising high-net-worth clients on complex succession planning, inheritance tax, and estate administration. You will work closely with a multidisciplinary team to...


  • Bristol, Bristol, United Kingdom Service Care Legal Full time

    Job Description: Private Wealth CounselorWe are seeking an experienced Private Wealth Counselor to join our team in Bristol. As a key member of our Private Wealth team, you will handle succession and tax legal matters for high-net-worth clients.The ideal candidate will have at least 4 years of PQE in Private Wealth law and be able to communicate complex...


  • Bristol, Bristol, United Kingdom Womble Bond Dickinson (UK) LLP Full time

    We're looking for a highly motivated Tax Assistant to join our Private Wealth team in the UK. This is a fantastic opportunity to work in a dynamic tax/trust accounting environment and develop your skills and experience.About the TeamOur Private Wealth team is a close-knit group of professionals who work together to deliver excellent service to our clients....


  • Bristol, Bristol, United Kingdom Monahans Full time

    Role OverviewWe are seeking a Private Client Tax Expert to join our team at Monahans. As a key member of our Private Client Tax service offering, you will be responsible for delivering tailored tax consultancy services to high net worth individuals. Key ResponsibilitiesDeliver tailored tax consultancy services, ensuring a comprehensive wealth planning...


  • Bristol, Bristol, United Kingdom Service Care Solutions Ltd Full time

    Are you a skilled solicitor looking for a challenging role? Service Care Solutions Ltd has partnered with a prestigious Legal 500 firm in Bristol to find a highly experienced Private Wealth solicitor.Job Overview:This is an exceptional opportunity to join a reputable law firm and work on complex succession and tax matters for high-net-worth clients. The...


  • Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time

    **Career Opportunity at Womble Bond Dickinson**We are seeking a highly skilled Tax Senior to join our Private Wealth team in the UK. This role offers a unique blend of challenge and opportunity, allowing you to develop your skills and expertise in personal tax.As a Tax Senior, you will be responsible for a portfolio of clients, preparing personal and...

  • Private Wealth Lawyer

    2 weeks ago


    Bristol, Bristol, United Kingdom Service Care Legal Full time

    We are seeking an experienced Private Wealth lawyer to join our team in Bristol.The ideal candidate will have 4+ years of PQE in Private Wealth law and handle complex succession and tax legal matters for high-net-worth clients.A competitive salary of £90,000 - £120,000 per annum is offered, depending on experience.Key Responsibilities:Advise HNW clients on...


  • Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time

    As a Private Wealth Specialist, you will play a key role in managing a portfolio of high net worth individuals and their families. You will be responsible for preparing complex tax returns, conducting financial planning, and providing expert advice on tax strategies.This is a fantastic opportunity to develop your skills and expertise in a fast-paced and...


  • Bristol, Bristol, United Kingdom Michelmores Full time

    We are seeking a Private Wealth Manager to join our dynamic team at Michelmores in Bristol or Exeter.Job SummaryThe successful candidate will have experience in trust administration and management of a large number of trusts, with a focus on providing an efficient trust administration service.Key ResponsibilitiesLiaising with accountants and coordinating the...


  • Bristol, Bristol, United Kingdom Chadwick Nott Full time

    High Net Worth Private Wealth ExpertWe are seeking a seasoned High Net Worth Private Wealth Expert to join our top 100 law firm in the South West. This is a first-rate opportunity to work with our highly regarded and successful Private Wealth team, renowned for high-quality regional and national High Net Worth work.The role involves leading key client...


  • Bristol, Bristol, United Kingdom Service Care Solutions Ltd Full time

    Job SummaryService Care Solutions Ltd is seeking an experienced Private Wealth Law Director to join their team in Bristol. As a key member of the Private Wealth team, you will handle complex succession planning, inheritance tax, and estate administration for high-net-worth clients.About the RoleIn this role, you will develop and implement bespoke strategies...


  • Bristol, Bristol, United Kingdom CV-Library Full time

    Senior Tax Planning Lawyer Opportunity:We are looking for a highly experienced Senior Tax Planning Lawyer to join our Private Wealth team in Bristol. As a key member of our team, you will be responsible for advising high-net-worth clients on complex succession planning, inheritance tax, and estate administration.Your Key Responsibilities:Develop and...


  • Bristol, Bristol, United Kingdom CV-Library Full time

    Service Care Solutions collaborates with a renowned Legal 500 firm in Bristol, seeking an accomplished Private Wealth Law Director. This role involves advising high-net-worth clients on complex succession planning, inheritance tax, and estate administration.The ideal candidate will have at least 4 years of post-qualification experience (PQE) in Private...


  • Bristol, Bristol, United Kingdom Service Care Legal Full time

    About the Role    The Private Wealth Law Director position requires an individual with at least 4 years of PQE in Private Wealth law. You will advise HNW clients on complex succession planning, inheritance tax, and estate administration. Your responsibilities will also include developing and implementing bespoke strategies to optimize tax efficiency,...


  • Bristol, Bristol, United Kingdom Service Care Solutions Ltd Full time

    A leading legal firm, Service Care Solutions Ltd, has an exciting opportunity for a Tax and Succession Planning Expert to join their Private Wealth team. In this role, you will advise high-net-worth clients on complex succession planning, inheritance tax, and estate administration.About the RoleYou will develop and implement bespoke strategies to optimize...


  • Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time

    We have an exciting opportunity for a Private Wealth Team Member to join our team in the UK. As a key member of our Tax/Trust Accounting team, you will be responsible for managing a portfolio of clients and preparing personal and trustees' tax returns.In this role, you will have the opportunity to develop your skills and expertise in tax accounting and work...


  • Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time

    We are seeking a highly skilled Tax Senior to join our esteemed Private Wealth team at Womble Bond Dickinson. As part of our Tax/Trust & Accounting team, you will be responsible for managing a portfolio of clients and preparing personal and trustees' tax returns.This role aligns with our hybrid working policy, allowing most full-time employees to spend...


  • Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time

    Job SummaryWe are looking for a skilled Tax Assistant to join our Private Wealth team at Womble Bond Dickinson. As a key member of the team, you will manage a portfolio of clients, preparing personal and trustees' tax returns.Job DescriptionIn this role, you will be responsible for:Preparing personal and trustees' tax returns, ensuring accuracy and...


  • Bristol, Bristol, United Kingdom Austin Fraser Full time

    A high-profile law firm based in Bristol is seeking an experienced Senior Private Wealth Lawyer to join their team.Job Summary:Advise high-net-worth clients on complex succession planning, inheritance tax, and estate administration.Develop bespoke strategies to optimise tax efficiency.About the Role:Collaborate with a multidisciplinary team to provide...


  • Bristol, Bristol, United Kingdom Creative Tax Recruitment Full time

    About UsCreative Tax Recruitment is committed to finding the best talent for our clients. We believe in providing a supportive and flexible work environment that allows our professionals to thrive.Role OverviewThis HNWI Tax Services Expert position involves advising high net worth individuals and entrepreneurs on various tax matters. If you have a strong...