Personal Tax - Associate Director

Bruckshaws; England; On-site; GBP 50,000 - 70,000; Full time

Job summary

A fast-growing firm in Cheltenham is seeking a Personal Tax - Associate Director to join their award-winning Tax team. This role involves managing client portfolios, advising on tax issues, and leading a dynamic team within the Farms and Estates sector. Candidates should be ACA or ACCA qualified, with strong supervisory and communication skills, offering excellent career progression opportunities.

Qualifications

• Experience working in a personal tax team.
• Well-developed supervisory skills, including coaching.
• Ability to manage tight deadlines.

Responsibilities

• Manage a portfolio of clients including business owners and HNW individuals.
• Advise on business and personal tax issues.
• Engage in business development activities.

Skills

Client-driven

Commercial awareness

Supervisory skills

Excellent communication skills

Ability to thrive under pressure

Flexible attitude

Education

CTA

ACCA/ACA qualified

Job description

Do you want to work for a Top 30 firm? Do you want a clearly defined route for career progression?

My fast-growing Cheltenham-based client is currently seeking an ambitious and dynamic candidate to join their firm as a Personal Tax - Associate Director. Ideally, you will be ACA or ACCA qualified with a strong background in practice.

The Role

Our Tax team is now looking to recruit an Associate Director/Director working within the Farms and Estates sector to join their highly successful team based in Staverton.

Our Tax team were double award winners in 2017, having won both the Best Tax Practice in a Regional Firm award at the Tolley Tax Awards 2017 and Tax Team of the Year at the British Accountancy Awards 2017. You will be joining an expanding team, and your contribution will support our continued growth.

• Manage a portfolio of clients including business owners, partnerships, sole traders, and HNW individuals, ensuring excellent client service.
• Advise large-scale commercial farming businesses on both business and personal tax issues.
• The role will be mixed, with both advisory work and responsibility for compliance.
• Build and maintain client relationships and provide a high level of client service.
• Manage the successful delivery of tax projects, ensuring technical excellence and a commercial approach.
• Effectively manage, motivate, mentor, and develop other team members, serving as a professional role model, and work closely with the Farms and Estates accounts team.
• Understand technical matters and present them clearly and practically.
• Support partners on advisory projects and in implementing complex tax planning arrangements for farmers and landowners, including capital gains tax and inheritance tax/succession planning.
• Engage in business development activities, proactively managing existing clients and targeting new clients, including involvement in formal and informal pitching procedures.
• Establish a strong network of contacts internally and externally, including agents, solicitors, bank managers, and other professionals in the rural sector.
• Enjoy excellent opportunities for career progression.

Key Skills and Qualifications

• CTA and ACCA/ACA qualified.
• Experience working in a personal tax team.
• Client-driven and commercially aware.
• Well-developed supervisory skills, including coaching and motivating staff.
• Excellent communication skills, both verbal and written.
• Ability to thrive under pressure and meet tight deadlines.
• Enthusiastic and flexible attitude to work.

I have used Bruckshaw's over the past few years as both a client and candidate.

"I have used Clare to recruit for 3 separate positions in the last 12 months and have always found her to be exemplary in her approach, very professional, honest, and easy to deal with."

Kat has delivered a first-class service for me on more than one occasion.

Within 24 hours of approaching Kat with details of our vacancy, she sourced and we interviewed a candidate who proved to be ideally suited to our requirements.

She really listened to what we wanted and provided us with excellent candidates.

We were delighted with the service we received from Bruckshaws.