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Permanent

Personal Tax Partner (Advisory) - Bath

Bath
money-bag 10000-500000 Annual
3089448937
Posted Yesterday

Title: Personal Tax Partner (Advisory) - Bath Location: Bath Hybrid and Flexible Salary: Competitive + Benefits Job Type: Full-Time Job Summary We are seeking a Personal Tax Partner (Advisory) in Bath to lead high-net-worth client advisory services. The role involves strategic personal tax advice, trust planning, compliance oversight, and business development. Key Responsibilities Deliver personal tax compliance, trust taxation, and strategic advisory to high-net-worth and entrepreneurial clients Lead business development and expand the firm''s Private Client Tax offering Manage and mentor a team across advisory and compliance, fostering collaboration and professional growth Keep clients informed of evolving tax legislation and planning opportunitiesAbout You Chartered Tax Adviser (CTA) with extensive high-net-worth client experience Expert in IHT, CGT, trusts, family investment companies, residence, and domicile planning Proven leadership and team management skills Strong business development experience, able to win and maintain client relationships Strategic thinker with commercial awareness and proactive client focusApply: Contact Jack Wood at or call

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