Personal Tax Senior

Clark Wood; Cheltenham; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading accountancy firm based in Cheltenham is seeking a Personal Tax Senior. The role involves managing personal tax clients, preparing tax returns, and providing tax planning advice. Excellent career progression opportunities and hybrid working options are offered in a dynamic team environment.

Benefits

Competitive salary and benefits package

Ongoing professional development support for CTA

Hybrid working options to support work-life balance

Qualifications

• Experience in personal tax within a UK accountancy practice.
• Strong knowledge of self-assessment, CGT, IHT, and trust taxation.
• Ability to explain complex tax matters clearly.

Responsibilities

• Manage a portfolio of personal tax clients, ensuring compliance.
• Prepare and review self-assessment tax returns.
• Provide tax planning advice on income tax and capital gains tax.

Skills

Client communication

Tax planning

Technical development

Education

ATT qualified or studying towards CTA

Tools

CCH

Digita

Job description

Leading Firm of Accountants | Excellent Career Progression | Hybrid Working

An exciting opportunity has arisen for a Personal Tax Senior to join a well-established accountancy firm in Cheltenham. This role is ideal for a tax professional looking to develop their expertise in personal tax compliance and advisory work, with excellent prospects for career progression.

Key Responsibilities:

Managing a portfolio of personal tax clients, including HNWIs, business owners, sole traders, and partnerships.

Preparing and reviewing self-assessment tax returns, ensuring accuracy and compliance with HMRC regulations.

Providing tax planning advice on income tax, capital gains tax (CGT), and inheritance tax (IHT).

Assisting with HMRC enquiries and liaising with clients to resolve tax-related queries.

Supporting tax advisory projects, including residence and domicile issues, trusts, and estate planning.

Working closely with senior team members to identify tax-saving opportunities for clients.

Supporting junior team members and assisting in their technical development.

What We’re Looking For:

Previous experience in personal tax within a UK accountancy practice.

ATT qualified or studying towards CTA (or equivalent experience).

Strong knowledge of self-assessment, CGT, IHT, and trust taxation.

Experience with tax software such as CCH, Digita, or similar.

Excellent client communication skills, with the ability to explain complex tax matters in a clear and approachable way.

What’s on Offer:

Competitive salary and benefits package.

Hybrid working options to support work-life balance.

Ongoing professional development, with full study support for CTA if required.

Exposure to a diverse and interesting client base, offering excellent hands-on experience.

Clear career progression within a supportive and dynamic tax team.

This is a fantastic opportunity for a Personal Tax Senior to take the next step in their career within a progressive firm that values professional growth.

Apply now or get in touch for more information!

For more information please contact Will Langdon at Clark Wood - [e-mail] / 07920557121

This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.