Private Client Tax Director - Staverton

Pro-Tax; Cheltenham; Hybrid; GBP 55,000 - 85,000; Full time

Job summary

A respected regional firm seeks a Private Client Tax Manager specializing in farms and estates in Cheltenham. This leadership role involves managing a portfolio of high-net-worth clients and leading advisory projects in tax planning. With a strong focus on personal development and teamwork, this position offers hybrid working opportunities, competitive benefits, and a clear career path into senior leadership.

Benefits

28 days' holiday plus buy/sell options

Profit share scheme and direct application bonus

Enhanced pension and life assurance (6x salary)

Health and wellbeing perks including mental health support

Online GP access and on-site parking

Regular team socials

Clear career path with scope to step into senior leadership

Qualifications

• CTA and ACA/ACCA qualified.
• Strong grounding in private client tax, ideally with experience in rural or agricultural sectors.
• Interest in capital taxes, trusts, and succession planning.

Responsibilities

• Managing a portfolio of high-net-worth clients, including farming partnerships and sole traders.
• Leading advisory projects covering capital taxes and inheritance planning.
• Mentoring junior tax professionals and acting as a role model across the team.

Skills

Communication

Leadership

Advisory Projects Management

Client Relationship Building

Education

CTA

ACA/ACCA

Job description

Private Client Tax Manager - Farms & Estates Location: Staverton, Cheltenham | Hybrid Working Available

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 HNWIsLeading advisory projects covering capital taxes, inheritance planning, and family wealth structuringWorking closely with the Farms & Estates accounts team to provide a joined-up client experienceMentoring and developing junior tax professionals and acting as a role model across the teamPlaying an active role in business development and growing client relationshipsWhat You'll Bring:CTA and ACA/ACCA qualifiedStrong grounding in private client tax, ideally with experience in rural or agricultural sectorsAn interest in capital taxes, trusts, and succession planningExcellent communication and leadership skillsWhat's On Offer:Hybrid working and flexibility around your lifestyle28 days' holiday plus buy/sell optionsProfit share scheme and direct application bonusEnhanced pension and life assurance (6x salary)Health & wellbeing perks including mental health support and online GP accessOn-site parking and regular team socialsClear career path with scope to step into senior leadershipThis is the perfect role for someone who wants to combine technical challenge with genuine purpose, working with clients who value long-term, trusted relationships.Interested in finding out more? Get in touch for a confidential discussion: [e-mail] 07877 121 163

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