Private Client Tax Director - Hybrid (Remote 2–3 days)

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

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.