Personal Tax Associate Director​/Director

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.

• 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 an opportunity for a CTA to build a name as a prominent private client adviser in the region. Support will be provided with development towards Director grade.

• 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.

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 - £95,000 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.

To find out more and to request a full job description please email michael

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