Private Client Tax Senior

Reed; Cheltenham; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A well-established accountancy firm based in Cheltenham is seeking a Private Client Tax Senior to manage a portfolio of personal tax clients, including high-net-worth individuals and trusts. The ideal candidate will be ATT, CTA, ACA or ACCA qualified and possess strong technical knowledge of UK tax legislation. This role offers a clear progression path, flexible working options, and a comprehensive benefits package.

Benefits

Competitive salary

Performance bonus

Comprehensive benefits package

Flexible working options

Qualifications

• Solid experience in personal tax within a UK accountancy practice.
• Strong technical knowledge of UK tax legislation affecting individuals and trusts.
• Confidence in managing client relationships and delivering clear, proactive advice.

Responsibilities

• Manage a portfolio of personal tax clients, including high-net-worth individuals.
• Prepare and review personal tax returns and computations.
• Provide tax planning advice on inheritance tax, capital gains tax, and residence issues.

Skills

Experience in personal tax

Technical knowledge of UK tax legislation

Client relationship management

Attention to detail

Organisational skills

Proficiency in tax software

Education

ATT, CTA, ACA or ACCA qualified (or part-qualified)

Tools

Tax software

Microsoft Office tools

Job description

The Role

Reed Practice is recruiting for a Private Client Tax Senior on behalf of a well-established and growing accountancy firm based in Cheltenham. This is a fantastic opportunity for a tax professional looking to specialise in private client work within a supportive and forward-thinking environment.

As a Private Client Tax Senior, you will:

• Manage a portfolio of personal tax clients, including high-net-worth individuals, trusts, and estates
• Prepare and review personal tax returns and computations
• Provide tax planning advice on matters such as inheritance tax, capital gains tax, and residence/domicile issues
• Liaise directly with clients and HMRC to resolve queries and ensure smooth communication
• Support junior staff with training and development, reviewing their work where necessary
• Assist managers and partners with complex tax matters and contribute to client service delivery

About You

You are ATT, CTA, ACA or ACCA qualified (or part-qualified) and:

• Have solid experience in personal tax within a UK accountancy practice
• Possess strong technical knowledge of UK tax legislation affecting individuals and trusts
• Are confident managing client relationships and delivering clear, proactive advice
• Have excellent attention to detail and strong organisational skills
• Are proficient in tax software and Microsoft Office tools
• Thrive in a collaborative and professional team environment

Why Join?

• Be part of a respected and expanding firm with a strong reputation in the Cheltenham area
• Enjoy a clear progression path with opportunities to move into Tax Manager and beyond
• Benefit from a supportive culture that values training, development, and work-life balance
• Work in a modern office with flexible and hybrid working options
• Receive a competitive salary, performance bonus, and comprehensive benefits package

Ready to take the next step in your private client tax career? Apply now to join a firm that invests in your future.