Private Client Tax Senior - Cheltenham

Howells Consulting Ltd; Cheltenham; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading consulting firm in Cheltenham is seeking a CTA qualified personal tax Senior to develop their tax planning skills in an advisory-focused role. You will advise high net worth individuals and families, acting as a key point of contact in client relationships. Strong communication and interpersonal skills are crucial. Enjoy a supportive team environment that values work/life balance and offers hybrid working 2-3 days a week. Competitive salary and opportunities for professional development are included.

Benefits

Work/life balance

Hybrid working model

Supportive team environment

Qualifications

• Demonstrable experience of advising HNW private clients on personal taxation.
• Ability to manage client relationships effectively.
• Experience in capital taxes planning projects.

Responsibilities

• Advise a broad range of high net worth individuals and families.
• Act as a key point of contact in a client-facing role.
• Work with partners on ad hoc capital tax planning projects.

Skills

Advising HNW private clients

Strong communication skills

Report writing

Interpersonal skills

Education

CTA qualification

Job description

A great opportunity for a CTA qualified personal tax Senior to develop their tax planning skills in an advisory-focused role.

Advise a broad range of HNW individuals, families, landed wealth, business owners and entrepreneurs. Work with leading Partners on an interesting range of ad hoc capital taxes planning projects.

Act as a key point of contact, in very much a client-facing, relationship management role.

You’ll need demonstrable experience of advising HNW private clients on their personal taxation. Strong communication, report writing and interpersonal skills are also important.

In return you’ll join a thriving, sociable and supportive team that is proud of the high quality work they handle. They also genuinely embrace work/life balance, including offering hybrid working 2-3 days a week.

To find out more about this great career opportunity, please email [e-mail] quoting Ref 5193

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