High Net Worth Tax Expert
2 days ago
We are seeking an experienced Tax Partner to join our team at Monahans. The ideal candidate will have extensive knowledge in Inheritance Tax (IHT), Trusts, family investment companies, intergenerational planning, Capital Gains Tax (CGT), residence, and domicile.
The successful candidate will also possess strong leadership skills, with experience in managing and motivating teams, and a proven ability to generate new business and develop long-term client relationships.
This role offers flexibility to be based in any of our offices, including Bristol, Swindon, Bath, Trowbridge, and Taunton. We offer a competitive salary with regular benchmarking and merit-based reviews, including growth shares at partner level, as well as health and wellness benefits and generous support policies.
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High Net Worth Tax Manager
4 days ago
Bristol, Bristol, United Kingdom Clark Wood Full timeJoin Clark Wood's dynamic private client team as a Personal Tax Semi Senior or Senior and take advantage of this exciting opportunity to expand your skills and expertise in tax planning and advisory services.About the Position:In this role, you will be responsible for managing a portfolio of ultra-high net worth clients, providing expert tax planning advice,...
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Tax Planning Lawyer for High-Net-Worth Clients
4 weeks ago
Bristol, Bristol, United Kingdom Service Care Legal Full timeExperienced Legal Director Needed for Private Wealth TeamService Care Solutions is collaborating with a prestigious Legal 500 firm in Bristol to find a seasoned Legal Director who can join their esteemed Private Wealth team. This accomplished professional will handle complex succession and tax legal matters for the company's affluent clients.The ideal...
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High Net Worth Tax Partner
7 hours ago
Bristol, Bristol, United Kingdom Monahans Full timeAbout This RoleWe are seeking an experienced Tax Consulting Partner to manage a team of professionals across consulting and compliance functions. This is a key leadership role, focused on driving the Private Client Tax service offering, managing a portfolio of high net worth individuals, and generating new business through innovative approaches.The ideal...
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High Net Worth Specialist
3 days ago
Bristol, Bristol, United Kingdom Monahans Full timeAbout the Role:We are seeking a highly skilled High Net Worth Specialist to join our Private Client Tax team. This is a key leadership role, focused on managing a portfolio of high net worth individuals and generating new business through innovative approaches.The successful candidate will have extensive knowledge in Inheritance Tax (IHT), Trusts, family...
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High Net Worth Specialist
7 days ago
Bristol, Bristol, United Kingdom Chadwick Nott Full timeExpertise SoughtChadwick Nott is searching for an experienced Private Client Senior Associate to join their esteemed Private Wealth team in Bristol or Exeter, with the option of hybrid working from home.About the RoleThis exciting opportunity involves leading key client relationships from the outset, collaborating with colleagues to deliver high-quality...
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High Net Worth Tax Specialist
4 weeks ago
Bristol, Bristol, United Kingdom Service Care Solutions Full timeService Care Solutions is a leading provider of legal services, partnering with prestigious law firms to deliver exceptional expertise. In this role, you will be part of their Private Wealth team in Bristol, handling complex succession and tax matters for high-net-worth clients.The ideal candidate should have at least 8 years of post-qualification experience...
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Tax Specialist for High Net Worth Individuals
4 weeks ago
Bristol, Bristol, United Kingdom Howells Consulting Ltd Full timeHigh-Quality Tax Advice: We are seeking a talented Tax Specialist to join our team in Bristol, providing high-quality tax advice to our clients, who include high net worth individuals and families.The successful candidate will have a strong understanding of personal taxation, including income tax, CGT and IHT, and will be able to advise clients on their tax...
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High Net Worth Tax Strategist
6 days ago
Bristol, Bristol, United Kingdom Service Care Solutions Ltd Full timeAbout the RoleService Care Solutions Ltd is partnering with a prestigious Legal 500 firm in Bristol to find an experienced Legal Director for their Private Wealth team.This role involves handling succession and tax legal matters for high-net-worth clients, leveraging expertise in complex planning, inheritance tax, and estate administration.The ideal...
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High Net Worth Law Expert
4 weeks ago
Bristol, Bristol, United Kingdom IDEX Consulting Full timeAn exciting opportunity has arisen to join our Private Wealth team as an experienced private client solicitor. Based in the South West, you will be part of a highly respected team that delivers high-quality regional and national high net worth work.Your Role:You will act on a varied workload, including complex non-contentious matters, wealth planning, estate...
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High Net Worth Advisor
2 days ago
Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full timeJob Description:We are seeking a highly skilled High Net Worth Advisor to join our Wealth Planning team nationwide. As a key member of our team, you will provide high-level financial planning advice to our Handelsbanken clients while supporting the Client Directors with technical expertise.Your role will involve working closely with our Client Directors,...
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High Net Worth Individual Wealth Manager
4 hours ago
Bristol, Bristol, United Kingdom Monahans Full timeMonahans is seeking a highly skilled High Net Worth Individual Wealth Manager to join our team. This key role will involve managing a portfolio of high net worth individuals, providing proactive advice on tax legislation changes, and building strong client relationships.Key Skills:Expertise in private tax, including IHT, Trusts, CGT, and residence.Leadership...
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Bristol, Bristol, United Kingdom Service Care Legal Full timePrivate Wealth Tax Law ExpertiseWe are working in partnership with a leading Legal 500 firm based in Bristol, seeking an experienced Solicitor to join their Private Wealth team.This role involves handling succession and tax legal matters for the company's high-net-worth clients, requiring a qualified solicitor with 4+ years of PQE in Private Wealth law.About...
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High Net Worth Solicitor
7 days ago
Bristol, Bristol, United Kingdom Chadwick Nott Full timeJob OverviewWe are seeking a skilled High Net Worth Solicitor to join our prestigious private client team in Bristol.This is an exciting opportunity for a seasoned lawyer to work alongside highly respected colleagues and contribute to the success of our team.The successful candidate will be responsible for managing a caseload of complex private client...
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Private Client Tax Expert
2 weeks ago
Bristol, Bristol, United Kingdom Monahans Full timeRole 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...
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Head of Tax Advisory Bristol
4 weeks ago
Bristol, Bristol, United Kingdom Clark Wood - Tax Recruitment Full timeKey Details:Title: Head of Tax Advisory BristolLocation: BristolJob Type: Full-timeIndustry: Accountancy and TaxAbout the Role:Company Overview:Clark Wood presents a unique opportunity for an experienced Tax Manager to lead the firm's tax services in Bristol, managing a substantial client portfolio. The team handles complex private client and business tax...
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Personal Tax Expert
5 days ago
Bristol, Bristol, United Kingdom Clark Wood Full timeClark Wood is a leading tax consultancy in Bristol, seeking a highly skilled Personal Tax Semi Senior or Senior to join their private client team and provide expert tax planning advice to high net worth clients.About the Role:This challenging and rewarding position involves managing a portfolio of clients, providing expert tax planning advice, and ensuring...
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High Net Worth Advisory Partner
3 hours ago
Bristol, Bristol, United Kingdom Monahans Full timeTax Consultancy LeadershipWe are seeking an experienced Tax Consultancy Partner to lead our tax team and drive business growth through innovative approaches.The ideal candidate will have extensive knowledge in Inheritance Tax (IHT), Trusts, family investment companies, intergenerational planning, Capital Gains Tax (CGT), residence, and domicile. You will...
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High Net Worth Private Wealth Lawyer Opportunity
1 month ago
Bristol, Bristol, United Kingdom Service Care Solutions Ltd Full timeService Care Solutions Ltd, a well-regarded firm in the legal sector, is seeking an experienced Private Wealth lawyer to join their team in Bristol.Salary and Benefits:The successful candidate can expect a competitive salary of £90,000 to £120,000 per annum, depending on experience, along with a comprehensive benefits package.About the Role:This...
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Private Client Tax Expert
4 days ago
Bristol, Bristol, United Kingdom Howells Consulting Ltd Full timeRole OverviewWe are seeking an experienced Private Client Tax Expert to lead our HNW Trusts and Estates team. This is a challenging role that requires expertise in trust taxation, estate planning, and compliance.The successful candidate will oversee the annual compliance for an impressive portfolio of high-net-worth (HNW) trust clients, as well as advising...
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Personal Tax Expert
7 days ago
Bristol, Bristol, United Kingdom Bishop Fleming Full timeWe are looking for a Personal Tax Expert to join our Exeter or Plymouth tax team. This role involves delivering tax compliance and advisory services to a diverse range of clients, including business owners, property landlords, and high net worth individuals. The estimated salary for this position is £65,000 per annum, based on experience.The ideal candidate...