Private Client Tax Partner – Taunton
other jobs Oscar Wood
Added before 7 Days
- England,South West,Somerset,Somerset West and Taunton
- Full Time, Permanent
- Salary negotiable
Job Description:
Title: Private Client Tax Partner – Taunton
Location: Taunton | Flexible/Hybrid Working
Salary: Competitive + Benefits
Job Type: Full-Time
Keywords: Private Client Partner Taunton, High Net Worth Tax, Trusts & Estates, IHT Planning, CGT, Family Investment Companies, Wealth Planning, Tax Advisory Jobs
Job Summary
We are seeking a Private Client Partner in Taunton to lead a portfolio of high-net-worth clients. The role focuses on personal tax advisory, trust planning, compliance oversight, and business development. You will manage and mentor a team while delivering strategic wealth planning solutions.
Key Responsibilities
* Provide personal tax, trusts, and estate planning advice to HNW clients
* Oversee tax compliance and ensure timely, accurate submissions
* Lead business development to grow client base and private client offering
* Mentor and develop team members, promoting knowledge sharing and professional growth
* Keep clients updated on UK tax legislation and planning opportunities
About You
* CTA-qualified with extensive experience advising HNW clients
* Deep knowledge of IHT, CGT, trusts, residence & domicile, family investment companies
* Strong leadership and team management skills
* Proven record in business development and client relationship management
* Commercially minded and proactive in providing strategic advice
Apply: Contact Jack Wood at or call
Location: Taunton | Flexible/Hybrid Working
Salary: Competitive + Benefits
Job Type: Full-Time
Keywords: Private Client Partner Taunton, High Net Worth Tax, Trusts & Estates, IHT Planning, CGT, Family Investment Companies, Wealth Planning, Tax Advisory Jobs
Job Summary
We are seeking a Private Client Partner in Taunton to lead a portfolio of high-net-worth clients. The role focuses on personal tax advisory, trust planning, compliance oversight, and business development. You will manage and mentor a team while delivering strategic wealth planning solutions.
Key Responsibilities
* Provide personal tax, trusts, and estate planning advice to HNW clients
* Oversee tax compliance and ensure timely, accurate submissions
* Lead business development to grow client base and private client offering
* Mentor and develop team members, promoting knowledge sharing and professional growth
* Keep clients updated on UK tax legislation and planning opportunities
About You
* CTA-qualified with extensive experience advising HNW clients
* Deep knowledge of IHT, CGT, trusts, residence & domicile, family investment companies
* Strong leadership and team management skills
* Proven record in business development and client relationship management
* Commercially minded and proactive in providing strategic advice
Apply: Contact Jack Wood at or call
Job number 3586927
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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...