Personal Tax Director in Swindon - JWH recruitment

Private Client Tax Director

Location: South West (Flexible) | Full Time | Hybrid & Flexible Working Available

We are working with a well-established and fast-growing accountancy and business advisory firm in the South West, now part of a leading national group. With over 120 years of heritage and a deep commitment to client service, this firm combines traditional values with forward-thinking solutions for high-net-worth individuals, families, and entrepreneurial clients.

As part of their strategic expansion, they are now seeking a Private Client Tax Director to take a lead advisory role within their high-performing Private Client team. This is a senior position with significant influence, offering the chance to shape the future of the service line while working with a diverse and prestigious client base.

• Manage and grow a portfolio of high-net-worth individuals, entrepreneurs, landowners, and family groups
• Deliver complex advisory services across IHT, CGT, trusts, residence/domicile, and intergenerational wealth planning
• Lead and oversee the preparation and review of personal, trust, and corporate tax returns where required
• Provide strategic guidance on offshore structures, family investment companies, and UK/International tax matters
• Identify and communicate the implications of legislative changes to clients and the internal team

• Support the development and growth of the Private Client Tax team by winning new work and identifying cross-service opportunities
• Collaborate closely with Partners on key client relationships and business development activity
• Build and maintain your personal brand within the high-net-worth and private client advisory space
• Actively contribute to networking events, marketing campaigns, and referrals

• Act as a senior leader within the tax function, mentoring and developing junior team members
• Provide clear feedback, support professional development, and contribute to a collaborative and inclusive team culture
• Review complex advisory work and offer technical input across the department
• Support strategic management of the wider tax function alongside other senior tax leaders

• CTA qualified (or equivalent; ACA/STEP is advantageous)
• Extensive post-qualification experience in private client tax advisory
• Proven track record managing complex HNW client matters including trusts, succession planning, and international tax
• Commercially minded with a strong ability to spot and convert new opportunities
• Excellent leadership and mentoring skills, with a collaborative and proactive approach
• Outstanding communication and relationship-building skills
• A strong understanding of private client market dynamics and tax trends
• Experience with rural clients, landowners, or similar sectors is desirable

• Competitive salary with annual performance bonus and reviews
• Private health insurance and healthcare cash plan
• Enhanced maternity/paternity pay
• Life assurance and pension scheme
• Flexible working and hybrid office/home arrangements
• Option to buy additional annual leave
• Access to myBenefits platform for retail and lifestyle discounts
• Paid volunteering leave
• Cycle-to-work scheme
• Dynamic and inclusive working culture focused on wellbeing and sustainability
• Unrivalled career progression opportunities within a growing national group