Private Client Tax Director – Cheltenham (Hybrid)

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

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.