Overview
The Private Client Tax Partner will lead client relationships, delivering tailored tax solutions for high-net-worth individuals and families. This role in Bristol requires expertise in professional services and a deep understanding of private client tax matters.
Client Details
The company is a well-established, mid-sized organisation in the professional services sector, known for its specialisation in tax advisory and compliance. They work with clients across a range of industries, delivering bespoke solutions that meet their specific needs.
Description
- Provide expert tax advice to high-net-worth individuals, families, and trusts.
- Develop and maintain strong client relationships, acting as a trusted advisor.
- Oversee the preparation and review of complex tax returns and related documentation.
- Identify and implement tax planning strategies to optimise client outcomes.
- Lead and mentor a team of tax professionals, fostering their development.
- Support business development initiatives to grow the private client tax practice.
- Ensure compliance with relevant tax legislation and regulations.
- Collaborate with other departments to provide integrated services to clients.
Profile
A successful Private Client Tax Partner should have:
- Proven experience in private client tax within the professional services industry.
- A professional qualification such as CTA, ACA, or ACCA.
- Strong technical knowledge of tax legislation and planning strategies.
- Excellent client management and communication skills.
- A track record of business development and team leadership.
- The ability to work effectively in a fast-paced environment in Birmingham.
Job Offer
- A competitive salary in the range of £100,000 to £130,000.
- A permanent position offering stability and growth opportunities.
- Comprehensive benefits package (details to be confirmed).
- An engaging and professional company culture within the professional services sector.
- Opportunities to work with a diverse and prestigious client base.
If you’re ready to take the next step in your career as a Private Client Tax Partner and are based in or willing to relocate to Bristol, we encourage you to apply today.
