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Date Added: TODAY

Personal Tax Partner (Advisory) – Trowbridge

Trowbridge, UK
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Company: OSCAR WOOD

Job Type: Permanent, FullTime

Salary: Salary negotiable

Title: Personal Tax Partner (Advisory) – Trowbridge

Location: Trowbridge | Hybrid & Flexible

Salary: Competitive + Benefits

Job Type: Full-Time

Job Summary

We are seeking a Personal Tax Partner (Advisory) in Trowbridge to lead high-net-worth client advisory services. The role combines strategic personal tax advice, trust planning, compliance oversight, and business development.

Key Responsibilities

  • Deliver personal tax compliance, trust taxation, and strategic advisory to high-net-worth and entrepreneurial clients
  • Lead business development, identify opportunities, and expand the firm’s Private Client Tax offering
  • Manage and mentor a team across advisory and compliance, fostering collaboration and professional growth
  • Keep clients informed of evolving tax legislation and planning opportunities

About You

  • Chartered Tax Adviser (CTA) with extensive high-net-worth client experience
  • Deep knowledge of IHT, CGT, trusts, family investment companies, residence, and domicile planning
  • Proven leadership and team management skills
  • Strong business development experience, able to win and maintain client relationships
  • Strategic thinker with commercial awareness and proactive client focus

Apply: Contact Jack Wood at or call

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