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- Tasks: Lead tax advisory projects for high-net-worth clients in the rural sector.
- Company: Largest independent accountants and business advisers in the UK.
- Benefits: Competitive salary, profit share, generous leave, and health support.
- Why this job: Shape the future of private client services while mentoring others.
- Qualifications: CTA and ACA/ACCA qualified with rural tax expertise.
- Other info: Join a dynamic team with excellent career progression opportunities.
The predicted salary is between 70000 - 85000 £ per year.
This role is not eligible for UK Visa Sponsorship - the successful applicant will need to have a pre-existing Right to Work in the UK in order to be offered an employment contract.
Are you a Private Client Tax Senior Manager or Associate Director specialising in farms and estates ready to take your next step? Is your rural tax expertise being fully recognised at Associate Director level? Do you enjoy being the trusted adviser to farming families across generations? Are you CTA and ACA/ACCA qualified?
About this role
- Senior, strategic leadership role offering the opportunity to shape the future of our Private Client service line while working with a prestigious portfolio of clients across the rural and agricultural sector.
- Manage a diverse portfolio of clients, including partnerships, sole traders, and high-net-worth individuals.
- Lead complex advisory projects and tax planning for farmers and landowners, covering Capital Gains Tax, Inheritance Tax, and succession planning.
- Act as a senior mentor and role model, supporting and developing colleagues to foster a high-performance culture within the team.
- Collaborate closely with the Farms and Estates accounts team to deliver a seamless, holistic client experience.
- Drive business development, strengthening existing relationships and identifying new opportunities for growth.
- Provide strategic tax advice to commercial farming businesses, addressing both personal and business tax matters.
Outstanding Benefits
- Salary: £81,100 - £100,000+ dep on exp.
- On-site parking.
- Profit share scheme.
- 28 days annual leave (plus the option to purchase up to 30 days in total).
- Clear and transparent progression structure.
- Life assurance - 6x annual salary.
- Enhanced employer pension contribution.
- Health & well being support.
- Enhanced maternity and paternity leave.
- Regular firm-wide and team social events to celebrate success and build connection.
You must have:
- CTA and ACA/ACCA qualified, with a solid background in private client tax.
- Proven experience advising high-net-worth individuals, ideally with exposure to rural and agricultural clients.
- A strong leader and mentor, passionate about developing and empowering others.
- Commercially astute, with excellent communication skills and the ability to build trusted, long-term client relationships.
- Genuine interest in capital taxes, trusts, and succession planning, with the confidence to deliver complex advisory work.
How to Apply
Please click on the "apply now" button or email your CV to Donna Morgan. As we are a specialist recruitment business within the Agricultural and Farming industry, we do require that ALL applicants must hold an NVQ Level 2, Scottish NVQ Level 2 or an equivalent qualification which is relevant and necessary for the job that you are applying for.
We thank all applicants who apply for this role. However, only those shortlisted for interview will be contacted. Rest assured your application will be handled in complete confidence and your personal details will not be shared with any third party without your prior consent.
Private Client Tax Associate Director in Cheltenham employer: Agricultural and Farming Jobs
Contact Detail:
Agricultural and Farming Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Associate Director in Cheltenham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the agricultural and tax sectors. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or during interviews, make sure to highlight your experience with high-net-worth individuals and your knowledge of capital taxes and succession planning. This is your time to shine!
✨Tip Number 3
Prepare for those tricky interview questions! Brush up on common scenarios related to rural tax issues and think about how you would advise clients in complex situations. Practising your responses can help you feel more confident when it’s time to impress.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of great opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications that way!
We think you need these skills to ace Private Client Tax Associate Director in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience in private client tax, especially with farms and estates. We want to see how your skills align with the role, so don’t be shy about showcasing your CTA and ACA/ACCA qualifications!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this Associate Director role. Share your passion for advising farming families and how you can contribute to our team’s success.
Showcase Your Leadership Skills: As a senior role, we’re looking for someone who can lead and mentor others. Highlight any previous experience where you’ve developed colleagues or fostered a high-performance culture within your team.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your details and get you on the path to joining our fantastic team!
How to prepare for a job interview at Agricultural and Farming Jobs
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of Capital Gains Tax, Inheritance Tax, and succession planning. Be ready to discuss specific cases or scenarios where you've successfully advised clients in these areas, especially within the rural and agricultural sector.
✨Showcase Your Leadership Skills
As a potential Associate Director, you'll need to demonstrate your leadership abilities. Prepare examples of how you've mentored colleagues or led teams in previous roles. Highlight your passion for developing others and fostering a high-performance culture.
✨Build Rapport with Interviewers
Since this role involves building long-term client relationships, practice your communication skills. Engage with your interviewers, ask insightful questions, and show genuine interest in their firm’s approach to private client tax. This will help you stand out as a personable candidate.
✨Prepare for Business Development Questions
Expect questions about how you would drive business development and strengthen existing client relationships. Think of strategies you've used in the past to identify new opportunities for growth and be ready to share them during the interview.
