Personal Tax Associate Director

Taxation; Cheltenham; Hybrid; GBP 75,000 - GBP 95,000; Full time

Job summary

A leading tax consultancy in Cheltenham is seeking a Personal Tax Associate Director or Director. This role involves managing a portfolio of clients, focusing on income tax and CGT planning while overseeing compliance tasks. An ideal candidate will have extensive experience handling HNW landed and farming clients and a CTA designation. Offering a competitive salary between £75,000 to £95,000 with the flexibility of hybrid working arrangements, this is a remarkable opportunity to advance your career in the private client field.

Qualifications

• Experience advising HNW landed/farming clients on income tax issues.
• Ability to oversee complex personal tax compliance tasks.
• Willingness to develop towards Director grade.

Responsibilities

• Manage a portfolio of clients with income tax and CGT planning.
• Collaborate with partners to advance toward Director level.
• Support adviser in establishing a private client reputation.

Skills

Extensive experience advising on capital taxation

Confident client-facing adviser

Relationship building

Education

CTA designation or equivalent

Job description

Overview

Our client has built a strong reputation in the Personal Tax field, in particular advising landed wealth, HNW families, farming & bloodstock clients and related business owners. Demand for their expertise continues to grow and they now seek an additional personal tax Associate Director or Director.

Responsibilities

• Take responsibility for a portfolio of clients, undertaking ad hoc income tax, CGT and IHT planning work, as well as overseeing complex personal tax compliance.
• Work alongside high profile partners, with development towards Director grade.
• Support a talented adviser to build a reputation as a prominent private client adviser in the region.

Qualifications / Experience

• Extensive experience advising on capital taxation, succession of wealth and income tax issues affecting HNW landed/farming clients.
• Confident client-facing adviser who also enjoys building third-party relationships.
• CTA designation or equivalent; willingness to develop towards Director grade.

Working Arrangements

Our client is embracing agile/hybrid working and offers home working 2-3 days a week, if the individual wishes.

Salary & Benefits

Salary is likely to be in the region £75,000 - £95,000 p.a. + benefits, dependent on experience.

Location

Cheltenham area.

How to Apply

This is a genuine career option for a talented CTA looking to build their Private Client career in the Cheltenham area. Ref 5155

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