Personal Tax Associate Director/Director - Cheltenham

Howells Consulting Ltd; England; Hybrid; GBP 75,000 - 90,000; Full time

Job summary

A leading consulting firm in Cheltenham is seeking an experienced CTA personal tax professional to join their Private Client team. You will manage a portfolio, provide tax planning advice, and support the team's growth. The ideal candidate has substantial experience with high-net-worth clients and capital taxation. This position offers a competitive salary of £75,000 - £90,000 and a flexible hybrid working arrangement.

Benefits

Hybrid working arrangement

Competitive salary

Benefits package

Qualifications

• Extensive experience advising on capital taxation and income tax issues affecting high-net-worth clients.
• Confident in building relationships and providing advisory services.

Responsibilities

• Manage a portfolio of personal tax clients and oversee compliance.
• Work with partners to enhance the Private Client practice.
• Support professional development towards Director grade.

Skills

Client-facing advisory skills

Capital taxation expertise

Wealth succession planning

Job description

Overview

This is a super opportunity for a CTA personal tax professional to play a key role in one of Cheltenham's leading Private Client teams. 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. Ref 5155.

Responsibilities

• Take responsibility for a portfolio of clients, undertaking ad hoc income tax, CGT and IHT planning work.
• Oversee complex personal tax compliance.
• Work alongside high profile partners and contribute to developing the Private Client practice in the region.
• Support development towards Director grade and build a strong professional profile as a private client adviser.

Qualifications and Attributes

• Extensive experience advising on capital taxation, succession of wealth and income tax issues affecting high-net-worth landed/farming clients.
• Confident client-facing adviser who also enjoys building third-party relationships.

Working Arrangements and Compensation

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.

How to apply

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 tor request a full job description please email [e-mail]

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