Private Client Tax Associate Director

Menter a Busnes; Cheltenham; On-site; GBP 81,000 - 100,000; Full time

Job summary

A leading independent accounting firm in Cheltenham is seeking a Private Client Tax Associate Director. This role entails managing a diverse client portfolio within the rural sector, leading tax advisory projects, and mentoring junior staff. The ideal candidate will be CTA and ACA/ACCA qualified, with significant experience advising high-net-worth individuals, especially in farming and estates. The position offers a competitive salary and attractive benefits that promote employee well-being.

Benefits

Salary: £81,100 - £100,000+ depending on experience

On-site parking

Profit share scheme

28 days annual leave (with option to purchase more)

Enhanced employer pension contribution

Health & well-being support

Regular social events

Qualifications

• Solid background in private client tax.
• Proven experience with rural and agricultural clients.
• Excellent communication and relationship-building skills.

Responsibilities

• Manage a diverse portfolio of clients including partnerships and sole traders.
• Lead complex advisory projects for farms and landowners.
• Drive business development and strengthen client relationships.

Skills

Private client tax expertise

Advising high-net-worth individuals

Leadership and mentoring

Commercial awareness

Education

CTA and ACA/ACCA qualified

Job description

Private Client Tax Associate Director

Vacancy Ref: 53179 DM

*This role is not eligible for UK Visa Sponsorship - the successful applicant will need to have a pre-existing Right to Work in the UK in order to be offered an employment contract.*

Are you a Private Client Tax Senior Manager or Associate Director specialising in farms and estates ready to take your next step?

Is your rural tax expertise being fully recognised at Associate Director level?

Do you enjoy being the trusted adviser to farming families across generations?

Are you CTA and ACA/ACCA qualified?

Company

Established and largest independent accountants and business advisers.

About this role

Senior, strategic leadership role offering the opportunity to shape the future of our Private Client service line while working with a prestigious portfolio of clients across the rural and agricultural sector

• Manage a diverse portfolio of clients, including partnerships, sole traders, and high-net-worth individuals
• Lead complex advisory projects and tax planning for farmers and landowners, covering Capital Gains Tax, Inheritance Tax, and succession planning
• Act as a senior mentor and role model, supporting and developing colleagues to foster a high-performance culture within the team
• Collaborate closely with the Farms and Estates accounts team to deliver a seamless, holistic client experience
• Drive business development, strengthening existing relationships and identifying new opportunities for growth
• Provide strategic tax advice to commercial farming businesses, addressing both personal and business tax matters

Outstanding Benefits

They believe in rewarding their people with benefits that reflect their contribution and support their well being - both professionally and personally.

• Salary: £81,100 - £100,000+ dep on exp
• On-site parking
• Profit share scheme
• 28 days annual leave (plus the option to purchase up to 30 days in total)
• Clear and transparent progression structure
• Life assurance - 6x annual salary
• Enhanced employer pension contribution
• Health & well being support
• Enhanced maternity and paternity leave
• Regular firm-wide and team social events to celebrate success and build connection

You must have

• CTA and ACA/ACCA qualified, with a solid background in private client tax
• Proven experience advising high-net-worth individuals, ideally with exposure to rural and agricultural clients
• A strong leader and mentor, passionate about developing and empowering others
• Commercially astute, with excellent communication skills and the ability to build trusted, long-term client relationships
• Genuine interest in capital taxes, trusts, and succession planning, with the confidence to deliver complex advisory work

How to Apply

Please click on the apply now button or email your CV to Donna Morgan -

As we are a specialist recruitment business within the Agricultural and Farming industry, we do require that ALL applicants must hold an NVQ Level 2, Scottish NVQ Level 2 or an equivalent qualification which is relevant and necessary for the job that you are applying for.

The Industry (Key Words)

Associate Director Private Client Tax (Farms & Estates), Associate Director Rural & Landed Estates Tax, Associate Director - Trusts, Estates & Agricultural Tax, Senior Tax Manager - Farms & Estates, Senior Manager - Private Client & Rural Tax

We thank all applicants who apply for this role. However, only those shortlisted for interview will be contacted. Rest assured your application will be handled in complete confidence and your personal details will not be shared with any third party without your prior consent.

About Us

Established in 2013, Agricultural and Farming Jobs provide expert recruitment, headhunting, and job advertising services across agriculture, horticulture, food and fresh produce, veterinary, animal health, agrochemicals, machinery, technical and engineering, and specialist education sectors across the UK and internationally.