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Private client tax director - staverton

Cheltenham
Pro-Tax
Tax director
Posted: 2 July
Offer description

Private Client Tax Manager - Farms & Estates Location: Staverton, Cheltenham | Hybrid Working Available

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 HNWIsLeading advisory projects covering capital taxes, inheritance planning, and family wealth structuringWorking closely with the Farms & Estates accounts team to provide a joined-up client experienceMentoring and developing junior tax professionals and acting as a role model across the teamPlaying an active role in business development and growing client relationshipsWhat You'll Bring:CTA and ACA/ACCA qualifiedStrong grounding in private client tax, ideally with experience in rural or agricultural sectorsAn interest in capital taxes, trusts, and succession planningExcellent communication and leadership skillsWhat's On Offer:Hybrid working and flexibility around your lifestyle28 days' holiday plus buy/sell optionsProfit share scheme and direct application bonusEnhanced pension and life assurance (6x salary)Health & wellbeing perks including mental health support and online GP accessOn-site parking and regular team socialsClear career path with scope to step into senior leadershipThis is the perfect role for someone who wants to combine technical challenge with genuine purpose, working with clients who value long-term, trusted relationships.Interested in finding out more? Get in touch for a confidential discussion: andy.chaplin@pro-tax.co.uk 07877 121 163

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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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