Tax Leadership Role in Private Client Services

2 weeks ago


Bristol, Bristol, United Kingdom Evelyn Partners Full time
Executive Summary

A senior leadership position is available in our Private Client Tax department, offering a unique opportunity to leverage your expertise and drive business growth. As a Private Client Tax Director, you will be responsible for developing relationships with high-net-worth individuals, providing strategic tax advice, and expanding our presence in the market.

About the Role

This role involves working closely with clients to understand their complex tax needs and providing tailored solutions. You will lead client meetings, ensuring that information provided is up-to-date, clear, and meets the client's requirements. Additionally, you will contribute to the management of our department and office, as applicable.

Responsibilities

* Provide strategic and technical tax advice to high-net-worth individuals

* Lead client meetings and develop relationships with key stakeholders

* Expand our presence in the market through new business development and client acquisition

* Manage a team of associate directors, senior managers, and other staff members to ensure top-notch client service and minimize conduct risk

Requirements

* Chartered Accountant and/or Chartered Tax Adviser qualification

* Extensive knowledge and practical experience of private client tax services gained within a professional services firm or boutique advisory practice

* Proven complex client experience and client handling abilities

* Demonstrable experience of generating and developing new business and key relationships

* Strong technical leadership and commercial awareness

What We Offer

We provide a competitive salary range of £120,000 - £180,000 per annum, depending on experience, along with a hybrid working model, generous holiday package, option to purchase additional holiday, shared parental leave, and access to benefits such as private medical insurance, life assurance, and pension contribution.

  • Bristol, Bristol, United Kingdom Evelyn Partners Full time

    About UsEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals, family trusts, charities, and businesses thrive.We provide an award-winning service by employing the best people. Our mission is to empower everyone with access to good advice, regardless of their...


  • Bristol, Bristol, United Kingdom Michael Page (UK) Full time

    About the RoleWe are seeking a highly skilled and experienced Tax Director to lead our Private Client Tax team in Bristol. As a key member of our leadership team, you will be responsible for driving the success of our tax practice, delivering high-quality services to clients, and maintaining excellent relationships with stakeholders.The ideal candidate will...


  • Bristol, Bristol, United Kingdom Evelyn Partners Full time

    At Evelyn Partners, we are seeking a seasoned professional to lead our Private Client Tax team in Bristol. As a Tax Leadership Position, this role offers an exceptional opportunity to develop relationships and drive business growth within the private client tax services market.This is an exciting challenge for someone with extensive knowledge and practical...


  • Bristol, Bristol, United Kingdom Pro-Tax Full time

    Company OverviewAs a leading tax consultancy, Pro-Tax offers expert guidance to privately owned businesses and Private Equity-backed companies.Salary: £85,000 - £110,000 per annumJob DescriptionAs a Senior Tax Professional for Privately Owned Businesses, you will play a key role in building strong client relationships, working closely with senior...

  • Tax Professional

    1 month ago


    Bristol, Bristol, United Kingdom Pro-Tax Full time

    Pro-Tax is seeking a highly skilled Tax Professional to join their Private Business division in Bristol. As a key member of the team, you will play a crucial role in building and maintaining strong client relationships, working closely with senior leadership to help clients navigate the complexities of UK and international tax.Key Responsibilities:Lead...


  • Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Evelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals, family trusts, professional intermediaries, charities, and businesses thrive.We are seeking an exceptional Private Client Tax Director to join our team in Bristol. As a seasoned tax...


  • Bristol, Bristol, United Kingdom Evelyn Partners Full time

    Job SummaryThis role involves providing tax compliance and advisory services for private clients, including individuals, trusts, companies, and family offices. As a Private Client Tax Assistant Manager, you will be responsible for a portfolio of clients, identifying opportunities for advisory work, and delivering exceptional client service while maintaining...


  • Bristol, Bristol, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    About the RoleAs a Senior Tax Professional, you will play a key role in building strong client relationships, working closely with senior leadership to help clients navigate UK and international tax complexities. You will manage a diverse portfolio of clients, delivering tailored tax solutions and advising on the latest developments in tax...


  • Bristol, Bristol, United Kingdom Michael Page Full time

    A leading and growing chartered accountancy practice, Michael Page, is seeking a Corporate Tax Director to join their team in Bristol. The successful candidate will take on the full management and delivery of complex corporate tax compliance and advisory project work for clients.Job SummaryThis is a key addition to the firm's corporate tax service line, with...


  • Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Private Client Tax DirectorEvelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. Our team is dedicated to delivering exceptional financial and professional services to our clients, and we're seeking a talented individual to join our...


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

    We're seeking a highly skilled Corporate Tax Director to lead our thriving book of business in Bristol. As a technically strong tax professional, you'll have the drive to grow a business and take ownership of clients.This role offers a collaborative environment with senior leadership backing. You'll be responsible for managing clients, mentoring junior...


  • Bristol, Bristol, United Kingdom Evelyn Partners Full time

    About UsEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals and businesses thrive.We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our team provides an award-winning...


  • Bristol, Bristol, United Kingdom Evelyn Partners Full time

    Evelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping individuals and businesses thrive.Job SummaryWe are seeking a talented individual to join our Private Client Tax team in Bristol, responsible for developing relationships and new business opportunities to provide tax and...


  • Bristol, Bristol, United Kingdom Evelyn Partners Full time

    Job Title: Private Client Tax ManagerJob Summary: We are seeking a talented individual to join our Private Client Tax team in Bristol. As a Private Client Tax Manager, you will be responsible for providing tax compliance and advisory services for a wide range of private clients.Key Responsibilities:Responsible for a portfolio of clients including sole...


  • Bristol, Bristol, United Kingdom Proactive Solutions Group Ltd Full time

    Corporate Tax ManagerJob Overview:You will play a pivotal role in leading our clients' tax department. As a seasoned professional, you will be self-sufficient, responsible for providing strategic tax planning advice to our clients, managing complex tax compliance issues, and driving the growth of our tax services.Main Responsibilities:Lead and manage a team...


  • Bristol, Bristol, United Kingdom Page Group UK Full time

    Key ResponsibilitiesThe successful candidate will be responsible for managing client relationships and providing high-quality tax advisory services.Job DescriptionA Private Client Tax Director is required to lead our tax department and ensure the delivery of high-quality services to our clients.RequirementsACA / CTA qualifiedExtensive experience in a UK tax...

  • Senior Tax Manager

    1 month ago


    Bristol, Bristol, United Kingdom Evelyn Partners Full time

    About the RoleWe are seeking a highly skilled Partnership Senior Tax Manager to join our private client tax team at Evelyn Partners. As a key member of our team, you will be responsible for providing tax advisory and compliance services to professional practices and their partners.Key ResponsibilitiesDeliver exceptional client service by maintaining strong...


  • Bristol, Bristol, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and...

  • Tax Professional

    1 month ago


    Bristol, Bristol, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    Are you a seasoned tax expert looking to take your career to the next level? My esteemed client, PRO-TAX RECRUITMENT LIMITED, is seeking a highly skilled Tax Manager or Senior Manager to join their Private Business division in Bristol.As a key member of the team, you will be responsible for leading client engagements with privately owned businesses and...


  • Bristol, Bristol, United Kingdom Evelyn Partners Full time

    About Evelyn Partners Evelyn Partners is the UK's leading integrated wealth management and professional services group, offering a wide range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.We strive to provide an award-winning service for our clients by employing the best people....