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Tax Director – Private Client Advisory

Michael Page Finance · Wells

Hybrid Senior 🇬🇧 English
Share schemes Compliance management

Job description

About the role

Join a growing chartered accountancy practice in Wells as a Tax Director, leading the private client tax advisory function. You will work with a diverse portfolio of high‑net‑worth individuals, directors of owner‑managed businesses, and property investors.

Key responsibilities

  • Deliver personal tax and advisory services across a wide range of issues, including IHT, EIS, share schemes and CGT.
  • Front‑line client interaction, overseeing the provision of advisory services.
  • Lead and develop the tax team, driving service innovation and quality.
  • Build and nurture relationships, networks and contacts to expand the firm’s tax offering.
  • Manage a smaller element of compliance work where required.

Required profile

  • At least senior tax manager level or current associate director/tax director.
  • Qualified ACA, ACCA, ATT, CTA or STEP.
  • Experience in top‑tier, mid‑tier or independent accountancy firms.
  • Ambitious, seeking a long‑term career progression within a growing practice.

Required skills

  • Personal tax advisory
  • Inheritance Tax (IHT) expertise
  • Enterprise Investment Scheme (EIS) knowledge
  • Share schemes and Capital Gains Tax (CGT) proficiency
  • Compliance management

What we offer

  • Salary range £70,000‑£95,000, negotiable based on experience.
  • Flexible hybrid working environment.
  • Clear progression path and a supportive team culture.
  • Additional benefits package.

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Published 2 months ago

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Michael Page Finance

Wells