Personal Tax Partner (Advisory) - Taunton

Title: Personal Tax Partner (Advisory) - Taunton

Location: Taunton Hybrid & Flexible

Salary: Competitive + Benefits

Job Type: Full-Time

Job Summary

We are seeking a Personal Tax Partner (Advisory) in Taunton to lead high-net-worth client advisory services. The role involves strategic personal tax advice, trust planning, compliance oversight, and business development.

Key Responsibilities

• Deliver personal tax compliance, trust taxation, and strategic advisory to high-net-worth and entrepreneurial clients
• Lead business development and expand the firm's Private Client Tax offering
• Manage and mentor a team across advisory and compliance, fostering collaboration and professional growth
• Keep clients informed of evolving tax legislation and planning opportunities

About You

• Chartered Tax Adviser (CTA) with extensive high-net-worth client experience
• Expert in IHT, CGT, trusts, family investment companies, residence, and domicile planning
• Proven leadership and team management skills
• Strong business development experience, able to win and maintain client relationships
• Strategic thinker with commercial awareness and proactive client focus

Apply: Contact Jack Wood at or call