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​Private Client Tax Associate Director

  • Location


  • Sector:

    Tax, Personal Tax, Private Client Tax

  • Contract Type:


  • Salary:

    £Dependent on Experience

  • Contact:

    Jack Wood

  • Contact email:

  • Contact phone:

    07951 392741

  • Job ref:


  • Published:

    about 2 months ago

  • Expiry date:


  • Consultant:

    Jack Wood

​Private Client Tax Associate Director


£Dependent on Experience


Clark Wood are currently working with a Leading Firm who are looking for a ​Private Client Tax Associate Director in their Cheltenham office.


As a ​Private Client Tax Associate Director your role will include:


Manage a portfolio of clients including business owners, partnerships, sole traders and HNW individuals and their related companies or trusts, ensuring excellent client service


Advising large scale commercial farming businesses on both business and personal tax issues


The role will be mixed, with both advisory work and responsibility for compliance


Building and maintaining client relationships and provide a high level of client service.


Managing the successful delivery of tax projects, ensuring technical excellence and a commercial approach


Effectively Manage, motivate, mentor and develop other members of the team and offering a professional role model

Supporting partners on advisory projects and in the implementation of complex tax planning arrangements for farmers and landowners, including capital gains tax and inheritance tax/succession planning


Business development activities and winning work by proactively managing existing clients and targeting new clients.Involvement in formal and informal pitching procedures.


Our client in Cheltenham is looking for the following skills:


CTA and ACCA/ACA qualified


Experience of working in a personal tax team


For further information on this role please contact Jack Wood at Clark Wood - / 07951 392741