Private Client Tax Partner - Taunton

Title: Private Client Tax Partner - Taunton

Location: Taunton Flexible/Hybrid Working

Salary: Competitive + Benefits

Job Type: Full-Time

Job Summary

We are seeking a Private Client Partner in Taunton to lead a portfolio of high-net-worth clients. The role focuses on personal tax advisory, trust planning, compliance oversight, and business development. You will manage and mentor a team while delivering strategic wealth planning solutions.

Key Responsibilities

• Provide personal tax, trusts, and estate planning advice to HNW clients
• Oversee tax compliance and ensure timely, accurate submissions
• Lead business development to grow client base and private client offering
• Mentor and develop team members, promoting knowledge sharing and professional growth
• Keep clients updated on UK tax legislation and planning opportunities

About You

• CTA-qualified with extensive experience advising HNW clients
• Deep knowledge of IHT, CGT, trusts, residence & domicile, family investment companies
• Strong leadership and team management skills
• Proven record in business development and client relationship management
• Commercially minded and proactive in providing strategic advice

Apply: Contact Jack Wood at or call