Private Wealth Tax Advisory Director – Bristol
Our client is a leading accountancy and business advisory firm dedicated to providing the advice and solutions that individuals and entrepreneurial organisations need to thrive in today’s dynamic landscape. They specialise in working with entrepreneurs and high-growth businesses, serving as trusted advisors to the individuals and management teams that drive them forward.
Position Overview:
We are seeking a dynamic and experienced Private Wealth Tax Director to join the growing Private Client Team in Bristol. In this role, you will be responsible for managing the tax affairs of individuals, families, and entrepreneurs while building strong relationships and providing strategic guidance to help clients achieve their financial objectives.
Key Responsibilities:
- Maintain an in-depth, up-to-date knowledge of relevant tax legislation and practice.
- Serve as an expert in your specialist field, adept at handling complex tax issues.
- Educate and advise clients on tax strategies tailored to their unique circumstances.
- Collaborate closely with senior managers, directors, and partners to deliver high-quality service and identify opportunities for additional client support.
- Demonstrate strong leadership and mentorship skills, guiding junior team members and fostering a culture of excellence.
Requirements:
- Degree level education; ideally CTA and/or ACA qualified or equivalent.
- Demonstrable post-qualified experience in private wealth tax advisory.
- Excellent technical proficiency and ability to navigate complex tax challenges.
- Proven track record of building and maintaining client relationships.
- Strong communication skills and ability to work effectively within a collaborative team environment.
Benefits:
- Flexible and hybrid working arrangements to support work-life balance.
- Access to unparalleled career development opportunities and mentorship programs.
- Recognition and rewards for contributions to the business.
- Supportive, people-centred culture with a focus on mutual respect and collaboration.
- State-of-the-art collaboration spaces and resources to facilitate teamwork and knowledge sharing.
Our client is committed to empowering their people to achieve their personal and professional goals. If you are passionate about making a meaningful impact and thrive in a dynamic, collaborative environment, I invite you to apply to help entrepreneurial individuals and their businesses succeed.
How to Apply:
Please contact Sally McIntyre-Brown on 0207 332 2452 or on sallymcintyrebrown@brewermorris.com
Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.
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