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Saffery | Bristol, United Kingdom | Posted June 19, 2026
Position Overview
The role
provides a fantastic opportunity for the right candidate to progress their career with a leadership role in a large established personal tax team.
The Responsibilities Identification of planning opportunities and overseeing the delivery of complex multidisciplinary advisory projects, liaising with subject matter experts around the firm to ensure technically robust advice is delivered to clients. Dealing with tax affairs for wealthy individuals, partnerships, trusts and estates and their associated business interests. Working alongside partners on managing key relationships with high net worth private individuals and families and their third-party advisers. Leading client meetings to discuss and implement tax advisory and compliance projects. All aspects of financial management in relation to your clients and projects including responsibility for WIP management, recoveries and billing. P...