Senior Tax Manager/Partner Designate

Senior Tax Manager/Partner Designate

Our client is a reputable, award-winning company specialising in accounting, tax, and business advisory services. They seek an experienced Tax Professional to join their growing team. This role is succession planning for the retirement of a tax partner and applications will be considered from candidates from experienced manager upwards.

Located in Cheltenham, they offer a comprehensive suite of services to businesses and high-net-worth individuals, both domestically and internationally. The position is focused on providing tax and business advice to dynamic OMBs helping them through their life cycle. Day to day this will include areas such as:

• Business restructuring.
• Management buyouts (MBOs).
• Business sales and business acquisitions.
• Valuations.
• Employee incentive schemes.
• Venture capital schemes.
• Research and development (R&D) projects.
• Tax disclosures & enquiries.
• Compliance support and management.
• Preparation of reports that effectively communicate tax-related information to clients in a clear and concise manner.
• Business development, contributing to the acquisition of new clients for the firm.
• Establishment and nurture of strong client relationships, aiming to provide an exceptional level of service.
• Staying current with developments in tax legislation and HMRC guidance, identifying clients affected by any alterations.
• Generation of technical briefings and marketing materials as needed.
• Travel across the UK to meet with clients.

This role presents a wide array of challenging advisory prospects, making it an excellent fit for individuals aspiring to enhance their technical expertise and advance in their tax careers. The position will encompass a mix of hands-on client work preparation, review of junior and peer files using accounting software packages.

In summary, this opportunity offers a departure from the conventional confines of a large accountancy firm. It holds significant importance for the Directors, with substantial potential for future growth and development and equity participation. Ideally, candidates should prefer working with owner-managed business (OMB) clients, a desire for direct client engagement, and a commitment to delivering a comprehensive, value-added service to clients.

We welcome applications from ambitious and qualified tax professionals with diverse backgrounds who are eager to collaborate within a dynamic team, offering abundant opportunities for progression and personal growth. This role is office based 2 days a week/hybrid, with travel to clients.