About the role
An opportunity to play a strategic role in the Private Client Tax team of one of Bristol’s leading accountancy firms.
Working with high profile Partners and assisted by an experienced team, you’ll undertake ad hoc income and capital taxes planning for an impressive private client base of HNW entrepreneurs, business owners and their families. You’ll be their key point of contact and advise on a range of issues from succession-planning and extraction of wealth, to trusts, property and transaction-related work.
The role requires excellent client relationship management skills and a strong technical grasp of IHT and CGT planning. You’ll need to be a confident communicator and also enjoy working with colleagues on networking and business development initiatives.
The role would suit a Director seeking a new challenge and the opportunity to really make a difference. Alternatively, an Associate Director with strong relevant experience, looking to make the step up to Director grade. The CTA qualification is a pre-requisite.
In return you’ll join a premier Private Client firm, offering a supportive environment that values work/life balance. Scope exists to work from home 2-3 days a week and flexible hours can be accommodated. You’ll also have the opportunity to really stretch yourself in what is a genuine meritocracy.
Salary dependent on experience but likely to be in the region £90k-£100k + bens + bonus. Ref 5258
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