Private Client Tax Director - Staverton

PRO-TAX RECRUITMENT LIMITED; Cheltenham; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

Une entreprise régionale respectée recherche un spécialiste fiscal pour clients privés passionné par les affaires rurales et les clients de haut patrimoine. Ce poste combine un défi technique et un sens réel, tout en travaillant avec des clients qui valorisent des relations de confiance à long terme, offrant un chemin de carrière clair vers des postes de direction.

Benefits

Travail hybride et flexibilité

Programme de partage des bénéfices

Assurance vie améliorée (6x salaire)

Soutien à la santé mentale

Stationnement sur place et activités d'équipe régulières

Chemin de carrière clair

Qualifications

• Expertise en fiscalité des clients privés, idéalement dans les secteurs rural ou agricole.
• Intérêt pour les impôts sur les gains en capital, les fiducies et la planification successorale.
• Expérience en gestion de portefeuilles clients HNWIs.

Responsibilities

• Gérer un portefeuille de clients incluant des partenariats agricoles et des HNWIs.
• Diriger des projets de conseil sur la fiscalité des capitaux et la planification successorale.
• Mentorer et développer des professionnels juniors.

Skills

Leadership

Communication

Consulting

Education

CTA

ACA/ACCA

Job description

Are you a private client tax specialist with a passion for rural affairs and high-net-worth clients? A rare and rewarding opportunity has opened up at a highly respected regional firm, offering the chance to help lead a specialist Private Client team focused on agricultural, estates, and high-value personal tax planning.

Working from beautiful offices in the Gloucestershire countryside, you'll be part of a thriving team known for its deep expertise in advising farming families, landowners, and rural enterprises. This is a hands-on leadership role with plenty of variety, offering the opportunity to work closely with Partners on complex advisory projects across CGT, IHT, succession planning, and trust work.

What You'll Be Doing:

Managing a portfolio of clients including farming partnerships, sole traders, and HNWIs

Leading advisory projects covering capital taxes, inheritance planning, and family wealth structuring

Working closely with the Farms & Estates accounts team to provide a joined-up client experience

Mentoring and developing junior tax professionals and acting as a role model across the team

Playing an active role in business development and growing client relationships

What You'll Bring:

CTA and ACA/ACCA qualified

Strong grounding in private client tax, ideally with experience in rural or agricultural sectors

An interest in capital taxes, trusts, and succession planning

Excellent communication and leadership skills

What's On Offer:

Hybrid working and flexibility around your lifestyle

Profit share scheme and direct application bonus

Enhanced pension and life assurance (6x salary)

Health & wellbeing perks including mental health support and online GP access

On-site parking and regular team socials

Clear career path with scope to step into senior leadership

This is the perfect role for someone who wants to combine technical challenge with genuine purpose, working with clients who value long-term, trusted relationships.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.