Private Client Tax Director - Cheltenham

  • Location


  • Sector:

    Advisory Tax, Direct Tax, Personal Tax

  • Job type:


  • Salary:

    £Excellent + Bens

  • Contact:

    Michael Howells

  • Contact email:

  • Job ref:


  • Published:

    about 1 month ago

  • Expiry date:


  • Client:


We are working on a great Private Client Tax Director opportunity for the Cheltenham office of a well-known accountancy firm.

The role involves leading the Personal Tax offering in that office, handling ad hoc income and capital taxes planning, building referral networks, raising the profile of the service line and overseeing a team undertaking personal tax compliance.

Our client has built a strong reputation for advising entrepreneurial HNWIs (both domestic and international), as well as wealthy families and business owners.

Very much a client-facing role, the Director will require strong technical knowledge of CGT, IHT, shareholder planning, trusts, residence and domicile. They will be CTA qualified and possibly also hold the STEP or ACA qualification.

In addition, they will be an excellent communicator and genuine 'people person'. The team is busy and a portfolio of work awaits. However, the role involves ongoing internal and external business development, building client and third-party relationships. Also the support and motivation of a team of advisers.

A key, strategic hire for the firm, support will be provided by Tax Partners and the office Managing Partner and it is hoped that the individual will progress to partnership themselves.

Salary will be dependent on experience but is likely to be in the region £80k-£90k + Bens. Ref 4945

To find out more about this opportunity, please email 

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