Personal Tax Associate Director/Director - Cheltenham

Taxation; Cheltenham; Hybrid; GBP 75,000 - 90,000; Full time

Job summary

A leading personal tax advisory firm in Cheltenham is seeking a Personal Tax Associate Director or Director to manage a portfolio of high-net-worth clients. The successful candidate will oversee complex compliance and provide planning advice on income tax and capital taxation. Agile/hybrid working options are available, offering 2-3 home working days per week. The role comes with a competitive salary range of £75,000 - £90,000 plus benefits, providing an opportunity for career growth within the private client sector.

Benefits

Flexible working

Career development opportunities

Qualifications

• Extensive experience advising on capital taxation, succession of wealth and income tax issues.
• Confident client-facing adviser, enjoys building relationships.

Responsibilities

• Take responsibility for a portfolio of clients and oversee complex tax compliance.
• Undertake ad hoc income tax, CGT, and IHT planning work.

Skills

Client-facing advising

Building third-party relationships

Education

CTA qualification

Job description

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

The incoming individual will 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.

Working alongside high profile partners, it is a chance for a talented CTA to build a 'name' for themselves as one of the prominent private client advisers in the region. Support will also be provided with development towards Director grade.

The successful candidate will have extensive experience of advising on capital taxation, succession of wealth and income tax issues affecting HNW landed/farming clients. They will be a confident client-facing adviser, who also enjoys building third-party relationships.

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

Salary is likely to be in the region £75,000 - £90,000 p.a. + benefits, dependent on experience.

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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