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Private client tax director - staverton

Cheltenham
Pro-Tax
Tax director
Posted: 20 July
Offer description

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 HNWIs

Leading advisory projects covering capital taxes, inheritance planning, and family wealth structuring

Working closely with the Farms & Estates accounts team to provide a joined-up client experience

Mentoring and developing junior tax professionals and acting as a role model across the team

Playing an active role in business development and growing client relationships

What You'll Bring:

CTA and ACA/ACCA qualified

Strong grounding in private client tax, ideally with experience in rural or agricultural sectors

An interest in capital taxes, trusts, and succession planning

Excellent communication and leadership skills

What's On Offer:

Hybrid working and flexibility around your lifestyle

Profit share scheme and direct application bonus

Enhanced pension and life assurance (6x salary)

Health & wellbeing perks including mental health support and online GP access

On-site parking and regular team socials

Clear career path with scope to step into senior leadership

This is the perfect role for someone who wants to combine technical challenge with genuine purpose, working with clients who value long-term, trusted relationships.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

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