Personal Tax Partner (Advisory)
other jobs Oscar Wood
Added before 7 Days
- England,South West,Wiltshire,Swindon
- Full Time, Permanent
- Salary negotiable
Job Description:
Title: Personal Tax Partner (Advisory)
Location: Swindon | Hybrid & Flexible
Salary: Competitive + Benefits
Job Type: Full-Time
Job Summary
We are seeking a Personal Tax Partner (Advisory) in Swindon to lead high-net-worth client advisory services. The role combines 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, identify opportunities, 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 opportunities
About You
* Chartered Tax Adviser (CTA) with extensive high-net-worth client experience
* Deep knowledge of 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 focus
Apply: Contact Jack Wood at or call
Location: Swindon | Hybrid & Flexible
Salary: Competitive + Benefits
Job Type: Full-Time
Job Summary
We are seeking a Personal Tax Partner (Advisory) in Swindon to lead high-net-worth client advisory services. The role combines 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, identify opportunities, 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 opportunities
About You
* Chartered Tax Adviser (CTA) with extensive high-net-worth client experience
* Deep knowledge of 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 focus
Apply: Contact Jack Wood at or call
Job number 3586892
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Company Details:
Oscar Wood
Company size: 1–4 employees
Industry: Accountancy (Qualified)
Experts in Accounts, Tax, Audit, Corporate Finance, Advisory and Accountancy Practice Recruitment. We connect top talent with Big 4, Top 20, Leading R...