Director of Financial Planning
24 hours ago
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.
- 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%).
- 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.
- 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.
- 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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