Director of Financial Planning

24 hours ago


Bristol, Bristol, United Kingdom Michael Page (UK) Full time
Job Title: Tax Professional Lead

We are seeking a highly skilled and experienced tax professional to lead our tax team as a Tax Professional Lead in Cheltenham.

About the Team:
  • We have an established team of tax professionals who deliver exceptional client-focused service.
About the Role:
  • Deliver exceptional client-focused service, providing expert advice on financial planning and tax matters to private clients and businesses.
  • The role involves comprehensive planning and advisory services (80%) and liaison with clients, team management, and complex compliance matters (20%).
Key Responsibilities:
  • Promote a proactive approach to financial planning, ensuring clients receive tailored solutions to meet their needs.
  • Manage and develop a significant client base, including corporate and personal tax clients.
Requirements:
  • ACA/ACCA/CTA qualification is essential for this role.
  • Proven track record of working in a UK accountancy practice.
  • Demonstrable experience in leading a tax team and managing a client portfolio.
  • Previous experience in completing advisory projects on behalf of clients.
Benefits:
  • A competitive salary of £145,000 per annum, depending on experience.
  • Parking on site for added convenience.
  • An autonomous working environment that encourages productivity and work-life balance.
  • A collaborative atmosphere within an established team.
  • Bonus and profit share opportunities.

The estimated salary range for this role is £130,000 - £170,000 per annum, based on experience.



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