Job Description
Title: Personal Tax Director – Bath
Location: Bath, Somerset | Hybrid & Flexible
Salary: Competitive + Benefits
Job Type: Full-Time
Job Summary
We are seeking a Personal Tax Director in Bath to manage a portfolio of high net worth individuals, families, and family offices. The role includes strategic tax advisory, personal tax compliance, and leadership of a specialist team.
Key Responsibilities
* Deliver high-level personal tax planning: Inheritance Tax (IHT), Capital Gains Tax (CGT), trusts, residence, and domicile issues
* Advise family offices and landed estates on wealth planning and succession strategies
* Lead, mentor, and review the work of junior and senior tax professionals
* Identify opportunities to grow existing client relationships and business
* Provide proactive solutions for complex personal and cross-border tax matters
About You
* Chartered Tax Adviser (CTA) with substantial personal tax experience
* Proven experience with high net worth clients and family offices
* Strong leadership, communication, and client management skills
* Up-to-date knowledge of UK personal and international tax legislation
* Commercially minded and able to manage your own portfolio
Location: Bath, Somerset | Commutable from Keynsham, Weston-super-Mare, Bradford-on-Avon, and surrounding areas
Apply: Contact Jack Wood at or call