Personal Tax Planning Director

2 days ago


Bath, United Kingdom Howells Consulting Ltd Full time £150 - £200

A rare opportunity to join the thriving Private Client Tax team of a respected accountancy practice.Check below to see if you have what is needed for this opportunity, and if so, make an application asap.You'll play a key role in delivering personal tax advisory services to a HNW client base of new money entrepreneurs, business owners, families and landed wealth. You'll also mentor a team of advisers, developing their skills and ensuring high quality client service levels.This is a high profile, client relationship management role, requiring excellent communication and interpersonal skills. An in-depth knowledge of UK income tax, CGT and IHT as it applies to HNW private clients and their families is important. The CTA qualification is a pre-requisite.You'll get involved with a broad range of private client tax work including succession planning, the use of trusts and family investment companies, advice regarding residence and the new FIG regime.As one of the key members of the Private Client Tax team, you'll also work alongside Partners on related business development and networking initiatives, enabling you to build a name across the region.Based in Bath (or potentially Bristol), the role offers hybrid working 2-3 days a week. The position would suit an existing Director seeking a new challenge in a friendly, sociable and supportive environment. Alternatively, the team would consider a good Senior Manager ready to step up to Director grade. xpwpeyx Salary will be dependent on experience but is likely to be in the region £85k - £100k + bens.To find out more, just email quoting reference 5217Alternatively, simply apply below:



  • Bath, United Kingdom more. As Full time

    Tax Director – Bristol Location: Bristol (Trowbridge also mentioned) Job Summary We are looking to recruit an ambitious Tax Director to join our expanding Bristol tax team. This could be an excellent opportunity for someone looking for a fulfilling role with excellent prospects and a wide range of clients. You will join the senior leadership team, helping...

  • Personal Tax Senior

    2 weeks ago


    Bath, United Kingdom Clark Wood Full time

    Are you an experienced Private Client and Personal Tax professional looking for a role in Bath? Situated in Bath, this well-respected accountancy firm are currently recruiting for a strong Personal Tax Senior, Personal Tax Supervisor or even Personal Tax Semi Senior to join the team. The firm have a growing private client base driven by good marketing work...


  • Bath, United Kingdom Sumer Group Holdings Limited Full time

    Private Client Tax Director Department: Personal Tax Employment Type: Permanent Location: Bath Description About Monahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years. With a network of offices across Wiltshire and Somerset, we are committed to helping businesses thrive by...


  • Bath, United Kingdom Monahans, Part of the Sumer Group Full time

    OverviewJoin to apply for the Private Client Tax Director role at Monahans, Part of the Sumer Group.Monahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years. With a network of offices across Wiltshire and Somerset, we are committed to helping businesses thrive by combining our...


  • Bath, United Kingdom Sumer Group Holdings Limited Full time

    A leading financial services firm in Bath is seeking a Private Client Tax Director to provide tailored tax consultancy services to high net worth individuals. This role involves managing a diverse portfolio and delivering high-level compliance and advisory services while leading a team and mentoring junior staff. The ideal candidate will have extensive...


  • Bath, United Kingdom Michael Page Finance Full time

    Manage a portfolio of clients including company directors, business owners. high net worth individuals and partnerships. Be comfortable with a high level client communication and be able to play a managerial function for more junior members of the team. Client Details Join a leading independent firm based in the heart of Bath. Exemplary client service is at...


  • Bath, United Kingdom ACCA Careers Full time

    3 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Manage a portfolio of clients including company directors, business owners, high net worth individuals and partnerships. Be comfortable with a high level client communication and be able to play a managerial function for more junior members of the...


  • Bath, United Kingdom Trial Balance Consulting Full time

    Are you an expert in the field of personal tax? Or perhaps you have enjoyed more of a generalist practice background but find yourself wanting a role which will see you become more of a specialist? Either way, this could be just the role that you have beenlooking for My client is a very successful independent firm with an excellent track record and a loyal...


  • Bath, United Kingdom Page Personnel Full time

    Manage a portfolio of clients including company directors, business owners.Join a leading independent firm based in the heart of Bath.About Our ClientJoin a leading independent firm based in the heart of Bath. Exemplary client service is at the heart of everything they do. They have a proven track record of creating bespoke solutions for aspirations business...


  • Bath, United Kingdom Page Personnel Full time

    Manage a portfolio of clients including company directors, business owners.Join a leading independent firm based in the heart of Bath.About Our ClientJoin a leading independent firm based in the heart of Bath. Exemplary client service is at the heart of everything they do. They have a proven track record of creating bespoke solutions for aspirations business...