Private Client Tax Director Leadership Opportunity

6 days ago


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 professional, you will be responsible for developing relationships and new business opportunities to provide a range of tax and other services to private client individuals.

Key Responsibilities
  • Client Advice: Provide strategic and technical advice and guidance to clients on their personal tax affairs.
  • Quality Control, Compliance, and Risk Management: Ensure compliance with the group's internal procedures to minimize risk exposure.
  • Financial Management: Monitor and manage chargeable hours, utilization, recoveries, WIP, billing, and lock-up for yourself and your team.
  • Staff Management & Development: Manage, counsel, and develop direct reports to maximize their work potential.
Performance Metrics
  • A minimum client portfolio value of £500,000 per annum.
  • A minimum of 900-1,000 chargeable hours per annum.
  • Tight control of debtors and a commercial approach to outstanding fees.
Requirements
  • Degree education.
  • Chartered Accountant and/or Chartered Tax Adviser qualification.
  • Extensive knowledge and practical experience in private client tax services.
  • Experience in staff management.
What We Offer
  • Competitive salary: £80,000 - £120,000 per annum, depending on experience.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Shared parental leave.

We value diversity and welcome applications from talented individuals who share our commitment to excellence and innovation.



  • 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

    Executive SummaryA 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...


  • 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...

  • Tax Director

    1 month ago


    Bristol, Bristol, United Kingdom Creative Tax Recruitment Full time

    Join Our Team as a Tax DirectorWe are seeking a highly skilled Tax Director to join our team at Creative Tax Recruitment. As a Tax Director, you will be responsible for providing expert tax advice to high net worth individuals and entrepreneurs on a range of private client tax issues.About the RoleThe successful candidate will have a strong background in tax...


  • 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 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

    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 an experienced Corporate Tax Director to join our client's Bristol office. As a key member of their tax team, you will be responsible for managing and delivering complex corporate tax compliance and advisory projects to clients.Key ResponsibilitiesLead the development and growth of the firm's corporate tax service...


  • Bristol, Bristol, United Kingdom Evelyn Partners Full time

    Company OverviewEvelyn Partners is the UK's leading integrated wealth management and professional services group, offering a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.We pride ourselves on providing an award-winning service, driven by our core values of...


  • 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 Advisory Director

    1 month ago


    Bristol, Bristol, United Kingdom Pro-Tax Full time

    Corporate Tax Associate DirectorBristolPro-Tax is seeking a Corporate Tax Associate Director to join their dynamic team in Bristol. This is a fantastic opportunity to work with a diverse portfolio of clients, including large multinational corporations and fast-growing SMEs, providing strategic tax advice and solutions.Lead and manage a portfolio of corporate...


  • Bristol, Bristol, United Kingdom Clark Wood Full time

    A highly skilled team at Clark Wood is seeking a Personal Tax Semi Senior or Senior to manage a portfolio of ultra-high net worth private clients. This role involves day-to-day administration, ensuring compliance, and supporting planning projects.The ideal candidate will have ATT Qualification or Part Qualification with a solid foundation in personal tax...


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

    Job OverviewThe Tax Director position at Michael Page (UK) is a high-profile opportunity for an experienced professional to lead the tax specialism and drive business growth.Key ResponsibilitiesDeliver advisory services to private clients and businesses, leveraging expertise in financial planning.Maintain strong relationships with clients, managing their...


  • 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...

  • Tax Manager

    1 month ago


    Bristol, Bristol, United Kingdom Howells Consulting Ltd Full time

    As a key member of our Private Client team at Howells Consulting Ltd, you will be responsible for delivering high-quality tax services to our discerning clients. With a strong focus on client relationships and communication, you will work closely with experienced Directors and Partners to manage a portfolio of private clients and handle their annual personal...


  • 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...

  • Tax Director

    1 month ago


    Bristol, Bristol, United Kingdom Georgiana Head Recruitment Limited Full time

    Transaction Tax Director OpportunityPKF Francis Clark, a leading firm of independent chartered accountants and business advisors in South West England, seeks a highly skilled Transaction Tax Director to join their award-winning corporate finance team. The successful candidate will work alongside experienced professionals to provide advisory services to large...

  • 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 Bishop Fleming Full time

    About the OpportunityWe are seeking a highly skilled and ambitious Senior Tax Director to join our expanding Bristol tax team. This is an excellent opportunity for someone looking to progress their tax career within a leading employer in the South West.The successful candidate will have a strong background in corporate tax, private client, and/or mixed tax...


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

    Job SummaryWe are seeking a highly experienced Senior Personal Tax Manager or Personal Tax Director to lead our private client team in delivering exceptional tax and advisory services to a wide-ranging client base.Key ResponsibilitiesManage and mentor a team of personal tax professionals to drive the growth and development of our private client...