Private Client Tax Senior

Clark Wood - Tax Recruitment; Cheltenham; On-site; GBP 50,000 - 65,000; Full time

Job summary

A leading accountancy firm in Cheltenham is looking for a Private Client Tax Senior to join their Farms & Estates Tax Team. This position involves managing a diverse client portfolio, executing complex tax planning, and supporting projects. The ideal candidate should be ACA/ACCA qualified, possess excellent communication skills, and be keen on developing advisory skills. The role offers a range of benefits including a bonus, profit share scheme, and enhanced leave policies.

Benefits

Direct application bonus

On-site parking

Profit share scheme

25 days annual leave

Paid flexi-time

Clear progression structure

Life assurance – 4x annual salary

Enhanced employer pension contribution

Health & wellbeing benefits

Enhanced maternity and paternity leave

Regular social events

Qualifications

• Qualified in ACA/ACCA and/or ATT, CTA is a plus.
• Ability to communicate technical issues clearly.
• Interest in developing advisory skills.

Responsibilities

• Manage a portfolio of clients in the agricultural sector.
• Deliver tax projects with technical accuracy.
• Support managers and partners on advisory projects.
• Review tax computations and liaise with specialists.
• Understand and communicate technical tax issues.

Skills

Excellent written and verbal communication skills

Commercially aware and client-focused

Team player

Flexible and enthusiastic approach

Advisory skills development

Education

ACA/ACCA and/or ATT qualified

CTA desirable

Job description

Private Client Tax Senior – Farms & Estates - Cheltenham

Our client, a leading accountancy firm based in Cheltenham, is seeking a Private Client Tax Senior to join their Farms & Estates Tax Team. This is a varied and rewarding role, offering the opportunity to support high-profile clients in the rural and agricultural sector with complex tax planning and strategic guidance.

Key Responsibilities

• Managing a portfolio of clients including farm owners, landed estates, rural businesses, partnerships, sole traders, and related companies or trusts
• Delivering tax projects with technical accuracy and a commercial approach
• Supporting managers, directors, and partners on advisory projects and implementing complex tax planning arrangements
• Reviewing income and corporation tax computations and liaising with specialists on technical matters
• Understanding and communicating technical issues clearly and practically

Requirements

• ACA/ACCA and/or ATT qualified (CTA desirable)
• Excellent written and verbal communication skills
• Commercially aware and client-focused
• Team player with a flexible and enthusiastic approach
• Keen interest in developing advisory skills and working on complex planning projects

Benefits

• Direct application bonus
• On-site parking
• Profit share scheme
• 25 days annual leave (with the option to purchase up to 30 days)
• Paid flexi-time
• Clear progression structure
• Life assurance – 4x annual salary
• Enhanced employer pension contribution
• Health & wellbeing benefits including discounted gym membership, online GP access, mental health support, Aviva Digicare+, and more
• Enhanced maternity and paternity leave
• Regular firm-wide and team social events

This role is ideal for an ambitious tax professional seeking to develop their advisory skills within a specialist, client-focused team in the agricultural and rural sector.

For further details about this opportunity in Cheltenham, please contact Hannah Dolan at Clark Wood: [e-mail] / 07534 842108 #CWHD