Personal Tax Senior - Cheltenham

Clark Wood - Tax Recruitment; Cheltenham; Hybrid; GBP 10,000 - 40,000; Full time

Job summary

A leading accountancy firm in Cheltenham is looking for a Personal Tax Senior to manage a portfolio of personal tax clients and provide comprehensive tax planning advice. This role suits a tax professional keen to refine their expertise in compliance and advisory work. The firm offers competitive salary, hybrid working options, and strong career progression opportunities. Ideal candidates will have relevant UK accountancy practice experience and a commitment to professional development.

Benefits

Competitive salary and benefits package

Ongoing professional development

Qualifications

• Previous experience in personal tax within a UK accountancy practice.
• Strong knowledge of self‑assessment, CGT, IHT, and trust taxation.
• Excellent client communication skills, able to explain complex tax matters.

Responsibilities

• Manage a portfolio of personal tax clients, including HNWIs and business owners.
• Prepare and review self‑assessment tax returns, ensuring accuracy.
• Provide tax planning advice on income tax, CGT, and IHT.

Skills

Personal tax compliance

Client communication

Tax planning advice

Education

ATT qualified or studying towards CTA

Tools

CCH

Digita

Job description

Personal Tax Senior – Cheltenham

Leading Firm of Accountants | 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 seeking to deepen their expertise in personal tax compliance and advisory work, with excellent prospects for career progression.

Key Responsibilities

• Manage a portfolio of personal tax clients, including HNWIs, business owners, sole traders, and partnerships
• Prepare and review self‑assessment tax returns, ensuring accuracy and compliance with HMRC regulations
• Provide tax planning advice on income tax, capital gains tax (CGT), and inheritance tax (IHT)
• Assist with HMRC enquiries and liaise with clients to resolve tax‑related queries
• Support advisory projects, including residence and domicile issues, trusts, and estate planning
• Work closely with senior team members to identify tax‑saving opportunities for clients
• Mentor and support junior team members 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
• Proficient with tax software such as CCH, Digita, or similar
• Excellent client communication skills, able to explain complex tax matters clearly and professionally

What’s on Offer

• Competitive salary and benefits package
• Hybrid working options to support work‑life balance
• Ongoing professional development, with full CTA study support if required
• Exposure to a diverse client base, providing 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.

For more information or to apply, contact Will Langdon at Clark Wood:

📧 [e-mail]

📞 07920 557121

Please note: This role is only open to candidates with relevant UK accountancy practice experience. Visa sponsorship is not available.

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