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Wealth Management Financial Compliance

Private Client Tax Director - Wealth Planning Lead

Job in Bath, Somerset County, BA1, England, UK
Listing for: Sumer Group Holdings Limited
Full Time position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Compliance
  • Management
    Wealth Management
Job Description & How to Apply Below
A leading financial services firm in Bath is seeking a Private Client Tax Director to provide tailored tax consultancy services to high net worth individuals. This role involves managing a diverse portfolio and delivering high-level compliance and advisory services while leading a team and mentoring junior staff. The ideal candidate will have extensive knowledge in private tax and be adept at identifying new business opportunities.

This position comes with a competitive salary and numerous benefits that emphasize professional growth and work-life balance.
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