Private Client Tax Partner – Bristol
other jobs Oscar Wood
Added before 7 Days
- England,South West,Bristol
- Full Time, Permanent
- Salary negotiable
Job Description:
Title: Private Client Tax Partner – Bristol
Location: Bristol | Flexible/Hybrid Working
Salary: Competitive + Benefits
Job Type: Full-Time
Keywords: Private Client Tax Partner Bristol, HNW Tax Advisory, Trusts & Estates, IHT Planning, CGT, Family Investment Companies, Wealth Planning, Tax Advisory Jobs
Job Summary
We are seeking a Private Client Tax Partner in Bristol to manage a portfolio of high-net-worth clients, delivering personal tax advisory, trust and estate planning, and compliance services. You will provide strategic guidance, lead client relationships, and develop and mentor a team of tax professionals.
Key Responsibilities
* Advise HNW clients on personal tax, trusts, estate planning, and wealth structuring
* Oversee personal and trust tax compliance, ensuring timely and accurate submissions
* Lead business development and strengthen existing client relationships
* Mentor and develop the tax team, fostering a collaborative and high-performing culture
* Keep abreast of UK tax legislation changes and provide proactive advice to clients
About You
* CTA-qualified with extensive experience advising HNW clients
* Deep knowledge of IHT, CGT, trusts, residence & domicile, and family investment companies
* Strong leadership, team management, and mentoring experience
* Proven business development track record and excellent client relationship skills
* Commercially minded, proactive, and strategic in your approach
Apply: Contact Jack Wood at or call
Location: Bristol | Flexible/Hybrid Working
Salary: Competitive + Benefits
Job Type: Full-Time
Keywords: Private Client Tax Partner Bristol, HNW Tax Advisory, Trusts & Estates, IHT Planning, CGT, Family Investment Companies, Wealth Planning, Tax Advisory Jobs
Job Summary
We are seeking a Private Client Tax Partner in Bristol to manage a portfolio of high-net-worth clients, delivering personal tax advisory, trust and estate planning, and compliance services. You will provide strategic guidance, lead client relationships, and develop and mentor a team of tax professionals.
Key Responsibilities
* Advise HNW clients on personal tax, trusts, estate planning, and wealth structuring
* Oversee personal and trust tax compliance, ensuring timely and accurate submissions
* Lead business development and strengthen existing client relationships
* Mentor and develop the tax team, fostering a collaborative and high-performing culture
* Keep abreast of UK tax legislation changes and provide proactive advice to clients
About You
* CTA-qualified with extensive experience advising HNW clients
* Deep knowledge of IHT, CGT, trusts, residence & domicile, and family investment companies
* Strong leadership, team management, and mentoring experience
* Proven business development track record and excellent client relationship skills
* Commercially minded, proactive, and strategic in your approach
Apply: Contact Jack Wood at or call
Job number 3586939
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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...