The opportunity

A well established, fully FCA regulated wealth management firm based in Bristol is building an in-house tax and accountancy division, and is looking for the senior tax professional who will lead it.

The firm advises a distinctive client base drawn from professional sport and the entertainment industry – clients whose earnings are concentrated into short, intense career windows and whose tax affairs are correspondingly complex. Until now, that work has been referred out to external accountancy practices. The business has reached the point where it wants to own that relationship: to advise the whole client, keep the work in house, and open up cross-referrals in both directions between wealth management and tax.

This is a build, not a takeover. You would be the first senior appointment into the new division, shaping the service, the pricing, the systems and eventually the team around you. The firm is part of a national advice network backed by one of the UK’s longest-established wealth managers, so you would be building inside an established, regulated business rather than starting from nothing.

What you will be doing

• Establishing and leading the firm’s tax and accountancy division from first principles
• Advising a high net worth client base of sports professionals and entertainment figures on personal tax, image rights, incorporation, remuneration structuring and long-term planning
• Working alongside the wealth management team so that tax and investment advice genuinely join up, and building the cross-referral flow between the two
• Setting the service model – scope, pricing, workflow, software and compliance processes
• Recruiting and developing the team as the division grows, alongside the firm’s wider expansion plans
• Contributing to the leadership of the business as a partner in waiting rather than as a technician