Title: Private Client Tax Partner – Taunton
Location: Taunton | Flexible/Hybrid Working
Salary: Competitive + Benefits
Job Type: Full-Time
Keywords: Private Client Partner Taunton, High Net Worth Tax, Trusts & Estates, IHT Planning, CGT, Family Investment Companies, Wealth Planning, Tax Advisory Jobs
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 jack@oscar-wood.co.uk or call 07817 796391