Current jobs related to Tax Planning Specialist for High-Net-Worth Clients - Bristol, Bristol - Service Care Legal
-
High Net Worth Specialist
2 weeks 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...
-
Tax Specialist for High Net Worth Individuals
1 month 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...
-
High Net Worth Client Advisor
1 week ago
Bristol, Bristol, United Kingdom Service Care Solutions Ltd Full timeService Care Solutions Ltd, a renowned firm, seeks a High Net Worth Client Advisor to join their Private Wealth team. As a key member of the team, you will handle succession and tax legal matters for high-net-worth clients.Main ResponsibilitiesAdvise HNW clients on complex succession planning, inheritance tax, and estate administration.Develop and implement...
-
High Net Worth Specialist
3 weeks 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...
-
High Net Worth Tax Partner
2 weeks 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...
-
High Net Worth Tax Manager
2 weeks 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,...
-
High Net Worth Tax Strategist
2 weeks 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...
-
High Net Worth Legal Advisor
1 week ago
Bristol, Bristol, United Kingdom Service Care Legal Full timeWe are partnering with a top-tier law firm in Bristol to recruit a High Net Worth Legal Advisor. This individual will work closely with the firm's Private Wealth team to provide expert advice on tax planning and wealth management to high-net-worth clients.The successful candidate should possess excellent communication skills and be able to break down complex...
-
High Net Worth Advisor
2 weeks 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,...
-
High Net Worth Individual Wealth Manager
2 weeks 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...
-
Senior Wealth Manager
3 weeks ago
Bristol, Bristol, United Kingdom IDEX Consulting Full timeIDEX Consulting seeks a skilled pension administration specialist to support our ultra-high-net-worth clients. As a key member of our team, you will be responsible for developing and implementing comprehensive financial plans tailored to each client's unique requirements.About the CompanyWe strive to create an inclusive company culture where everyone can...
-
Private Client Tax Specialist
1 week ago
Bristol, Bristol, United Kingdom Chadwick Nott Full timeAt Chadwick Nott, we are seeking a highly skilled Private Client Tax Specialist to join our Bristol office. This exciting opportunity allows the right candidate to work with a prominent regional client on a range of tax, trusts, and estates.The ideal candidate will manage a caseload of private client work, including high net worth matters and taxable...
-
Private Client Tax Specialist
5 days ago
Bristol, Bristol, United Kingdom Creative Tax Recruitment Full timeAbout 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...
-
Tax Reporting Specialist
5 days ago
Bristol, Bristol, United Kingdom Pick for Britain Full time**About Pick for Britain**We're a dynamic organization that's passionate about providing exceptional services to our clients. As a Tax Reporting Specialist, you'll play a crucial role in helping us achieve our goals.In this challenging yet rewarding position, you'll be responsible for managing and monitoring tax reporting transactions, ensuring compliance...
-
Bristol, Bristol, United Kingdom Howells Consulting Ltd Full timeJob DescriptionWe are seeking a highly skilled Taxation Expert to join our team in Bristol, focusing on providing exceptional service to high net worth individuals. This role offers the opportunity to take responsibility for a portfolio of private clients and develop key relationships with them.The ideal candidate will have a strong background in taxation...
-
Tax Compliance Specialist
3 weeks ago
Bristol, Bristol, United Kingdom Pick for Britain Full timeJob Title: Tax Compliance SpecialistAbout the Role:We are seeking a skilled professional to join our team at Pick for Britain as a Tax Compliance Specialist. This role involves reviewing corporate transactions for high net worth clients to meet specific tax reporting requirements.The successful candidate will be responsible for monitoring and analysing tax...
-
Private Client Tax Expert
4 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...
-
Private Client Tax Professional
1 week ago
Bristol, Bristol, United Kingdom Pick for Britain Full timeWe are seeking a Private Client Tax Professional to join our team at NatWest Group.This role involves producing accurate client tax reports for clients to use to meet their tax filing obligations and ensuring that we fulfil our regulatory reporting requirements to HMRC.As a Private Client Tax Professional, you will review corporate transactions for high net...
-
High Net Worth Advisory Partner
2 weeks 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...
-
Private Client Tax Lead
2 weeks ago
Bristol, Bristol, United Kingdom Monahans Full timeWe are looking for a skilled Private Client Tax Lead to manage our team of professionals and drive business growth. This senior role will involve leading the delivery of tax consultancy services to high net worth individuals, building strong client relationships, and generating new business opportunities.Job Requirements:Extensive knowledge in Inheritance...
Tax Planning Specialist for High-Net-Worth Clients
1 month ago
We 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 the Role- Advise HNW clients on complex succession planning, inheritance tax, and estate administration.
- Develop and implement bespoke strategies to optimise tax efficiency.
- Collaborate with a multidisciplinary team to provide holistic legal solutions.
- Delegate caseloads to junior members of the Private Wealth team.
- A qualified solicitor with 4+ years of PQE in Private Wealth law.
- Proven ability to communicate complex legal concepts clearly to HNW individuals and companies.
- Ideally have your own following to bring to the firm.
- Beneficial to have a niche within succession and tax law.
- A competitive salary between £70,000 - £120,000 per annum.
- A supportive and collaborative work environment.
- A comprehensive hybrid working policy.
- A chance to work with a diverse range of clients and high-profile cases.
