Personal Tax Director - Bristol

Overview

An opportunity to play a strategic role in the Private Client Tax team of one of Bristol’s leading accountancy firms.

Responsibilities

• Undertake ad hoc income and capital taxes planning for an impressive private client base of HNW entrepreneurs, business owners and their families.
• Serve as key point of contact and advise on succession planning, extraction of wealth, trusts, property, and transaction‑related work.

Qualifications

• CTA qualification is a pre‑requisite.
• Director or Associate Director experience seeking a new challenge or step up to Director grade with strong relevant experience.
• Excellent client relationship management skills and strong technical grasp of IHT and CGT planning.
• Confident communicator who enjoys working with colleagues on networking and business development initiatives.

Benefits

• Work‑life balance with supportive environment.
• Flexible hours and opportunity to work from home 2–3 days a week.
• Meritocratic environment that rewards effort and performance.

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