Personal Tax Director – Taunton
5 days ago
Taunton
Title: Personal Tax Director – Taunton Location: Taunton, Somerset | Hybrid & Flexible Salary: Competitive + Benefits Job Type: Full-Time Job Summary We are seeking a Personal Tax Director in Taunton to manage a portfolio of high net worth individuals, families, and family offices. The role includes strategic tax advisory, personal tax compliance, and leadership of a specialist team. Key Responsibilities • Deliver high-level personal tax planning: Inheritance Tax (IHT), Capital Gains Tax (CGT), trusts, residence, and domicile issues, • Advise family offices and landed estates on wealth planning and succession strategies, • Lead, mentor, and review the work of junior and senior tax professionals, • Identify opportunities to grow existing client relationships and business, • Provide proactive solutions for complex personal and cross-border tax matters About You • Chartered Tax Adviser (CTA) with substantial personal tax experience, • Proven experience with high net worth clients and family offices, • Strong leadership, communication, and client management skills, • Up-to-date knowledge of UK personal and international tax legislation, • Commercially minded and able to manage your ow...