Private Client Tax Assistant Manager

Pro-Tax; Cheltenham; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

Join a well-established regional accountancy firm as a Personal Tax Manager. Oversee a diverse portfolio including high-net-worth clients while providing technical guidance and strategic advisory services. The firm values employee wellbeing and offers flexible hybrid working, career progression, and a positive culture.

Benefits

Generous annual leave allowance

Profit-share scheme

Enhanced pension contribution

Private medical and life cover

Regular team socials

Qualifications

• Experience in personal tax compliance and client portfolio management is critical.
• Confidence in building client relationships for commercial advice.
• Desire to enhance technical advisory capabilities.

Responsibilities

• Manage a personal tax portfolio including income tax and CGT.
• Review compliance work and offer technical guidance.
• Mentor team members and support P11D reviews.

Skills

Client Relationship Management

Technical Advisory Skills

Team Mentoring

Education

ACA/ACCA or ATT qualified

Job description

Personal Tax Manager - Hybrid | Gloucestershire

Join a respected and well-established regional accountancy firm that continues to build on its strong reputation across the South West and beyond. With a workforce of over 500 professionals and offices across several major towns and cities, this firm combines deep local roots with national reach and a modern, people-first culture.Due to continued growth in their Private Client team, an opportunity has arisen for an experienced Personal Tax Manager to oversee a diverse portfolio of clients including high-net-worth individuals, directors, entrepreneurs, and trusts. The firm takes pride in its commitment to employee wellbeing, flexibility, and career progression, offering a genuinely supportive and forward-thinking environment.What You'll Be Doing:Managing a varied personal tax portfolio across income tax, CGT, and benefits in kindReviewing compliance work and providing technical guidance to junior team membersWorking with Partners on interesting advisory projects involving succession planning, residence issues, and family wealth structuringSupporting P11D reviews and ad hoc tax queriesPlaying an active role in mentoring and developing team membersWhat You'll Bring:ACA/ACCA or ATT qualified (CTA desirable but not essential)A solid background in personal tax compliance and client portfolio managementThe confidence to build strong client relationships and provide commercial adviceA collaborative mindset and a desire to grow your technical advisory capabilitiesWhat's On Offer:Hybrid working with flexibility tailored to your location and lifestyleClear and achievable career progression pathwayGenerous annual leave allowance with buy/sell optionsProfit-share scheme and enhanced pension contributionPrivate medical, life cover (4x salary), and wellbeing initiativesRegular team socials and inclusive culture across all levelsThis is an exciting chance to step into a role where you'll feel truly valued, supported, and able to make a real impact.Interested in finding out more? Contact Andy Chaplin on 07877 121163 or email [e-mail] for a confidential chat or to apply directly.

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