Private Client Tax Senior – Cheltenham

Howells Consulting Ltd; Cheltenham; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A specialist recruitment firm in the United Kingdom is seeking a CTA qualified personal tax Senior to develop tax planning skills in an advisory-focused role. The position involves advising high-net-worth individuals and families on personal taxation and managing client relationships. Ideal candidates will have experience in capital taxes planning projects and strong communication skills. The company values work/life balance, offering a hybrid working model of 2-3 days a week. Salary is expected to be between £30,000 – £40,000 plus benefits.

Benefits

Hybrid working (2-3 days a week)

Supportive team environment

Qualifications

• Demonstrable experience of advising HNW private clients on personal taxation.
• Ability to manage client relationships effectively.
• Experience in capital taxes planning projects.

Responsibilities

• Advise HNW individuals, families, and business owners on tax planning.
• Act as a key point of contact in a client-facing role.
• Work on ad hoc capital taxes planning projects.

Skills

Strong communication

Report writing

Interpersonal skills

Job description

A great opportunity for a CTA qualified personal tax Senior to develop their tax planning skills in an advisory-focused role.

Advise a broad range of HNW individuals, families, landed wealth, business owners and entrepreneurs. Work with leading Partners on an interesting range of ad hoc capital taxes planning projects.

Act as a key point of contact, in very much a client-facing, relationship management role.

You’ll need demonstrable experience of advising HNW private clients on their personal taxation. Strong communication, report writing and interpersonal skills are also important.

In return you’ll join a thriving, sociable and supportive team that is proud of the high quality work they handle.

Salary dependent on experience but likely to be in the range £30,000 – £40,000 + Bens. They also genuinely embrace work/life balance, including offering hybrid working 2-3 days a week.

Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.