Private Client Associate Director

Private Client Associate Director
Cheltenham
£Dependent on Experience

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

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