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Private Client Tax Partner - South West

Job in Bath, Somerset County, BA1, England, UK
Listing for: Pro-Tax
Full Time position
Listed on 2026-02-27
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 125000 GBP Yearly GBP 125000.00 YEAR
Job Description & How to Apply Below

Private Client Tax Partner

Job Title: Private Client Tax Partner

Location: South West

Salary: £125,000 + Benefits + Bonus

: 61545

We are seeking an experienced Private Client Tax Consultancy Partner to join to design and implement the strategy for our clients' Southwest region and grow the advisory team within our Private Client Tax practice. This is a key strategic hire, suited to a senior tax professional with deep private client expertise and a passion for shaping a modern, forward?thinking service offering within an ambitious and expanding firm.

In this role, you will implement strategy, oversee the delivery of tailored tax services to a diverse portfolio of high?net?worth and entrepreneurial clients, covering personal tax compliance, trust taxation, and strategic wealth planning. You will develop strong client relationships, providing proactive advice on complex legislation.

The position will also involve significant business development, both the identification of external opportunities, as well as leveraging off of internal partner networks to grow the firm's portfolio cross the region.

The successful candidate will bring private client advisory, including:

  • IHT
  • Trusts
  • family investment companies
  • inter-generational planning
  • CGT, residence
  • domicile matters

Strong leadership capability is essential, with a proven track record of motivating teams, driving an innovative culture at Director or Partner level.

If you are an innovative and forward?thinking private client tax leader seeking a role with real influence, flexibility, and long-term progression, we would love to hear from you.

For more information or to arrange a confidential conversation, please contact .

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