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Private Client Tax Partner - Trowbridge

Posted 2 hours 16 minutes ago by Oscar Wood

Permanent
Full Time
Other
Wiltshire, Trowbridge, United Kingdom, BA140
Job Description

Title: Private Client Tax Partner - Trowbridge

Location: Trowbridge Flexible/Hybrid Working

Salary: Competitive + Benefits

Job Type: Full-Time

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, CGT, trusts, residence & domicile, and family investment companies
  • Strong leadership, team management, and mentoring experience
  • Proven business development track record and excellent client relationship skills
  • Commercially minded, proactive, and strategic in your approach

Apply: Contact Jack Wood at or call

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