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Date Added: Sat 28/03/2026

Personal Tax Director – Bath

Bath, UK
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Company: OSCAR WOOD

Job Type: Permanent, FullTime

Salary: Salary negotiable

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

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