Private Client Tax Partner – Trowbridge
9 days ago
Trowbridge
Title: Private Client Tax Partner – Trowbridge Location: Trowbridge | Flexible/Hybrid Working Salary: Competitive + Benefits Job Type: Full-Time Keywords: Private Client Tax Partner Trowbridge, 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 Trowbridge 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, C...