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Private Client Tax Director

  • Location

    Cheltenham

  • Sector:

    Personal Tax, Private Client Tax

  • Contract Type:

    Permanent

  • Salary:

    £Dependent on Experience

  • Contact:

    Jack Wood

  • Contact email:

    jack@clark-wood.co.uk

  • Contact phone:

    07951 392741

  • Job ref:

    JW-15216

  • Published:

    about 1 month ago

  • Expiry date:

    2021-12-01

  • Consultant:

    Jack Wood

Private Client Tax Director

Cheltenham

£Dependent on Experience

 

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

 

As a Private Client Tax 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 - jack@clark-wood.co.uk / 07951 392741