Private Client Tax Senior

Clark Wood; Cheltenham; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading accountancy firm in Cheltenham is seeking a Private Client Tax Senior for their Farms & Estates Tax Team. The role involves managing tax portfolios for agriculture-related clients and delivering high-quality tax projects. Suitable candidates will be ACA/ACCA and/or ATT qualified, with excellent communication skills and a client-focused approach. This position offers a pathway to develop advisory competencies within a supportive team. Attractive benefits include a profit share scheme, flexible working, and health & wellbeing programs.

Benefits

Direct application bonus

On-site parking

Profit share scheme

25 days annual leave

Paid flexi-time

Life assurance – 4x annual salary

Enhanced pension contribution

Gym membership discount

Enhanced maternity and paternity leave

Team social events

Qualifications

• Proven ability in managing client portfolios and delivering tax projects.
• Experience supporting advisory projects and implementing tax planning arrangements.
• Interest in developing advisory skills in tax.

Responsibilities

• Manage a portfolio of high-profile clients in the rural and agricultural sector.
• Deliver tax projects with technical accuracy.
• Support team members on advisory projects.

Skills

Excellent written and verbal communication skills

Client-focused

Team player

Commercial awareness

Education

ACA/ACCA and/or ATT qualified (CTA desirable)

Job description

Job Details

• Location: Cheltenham
• Sector: Personal Tax ,Private Client Tax
• Contract Type: Permanent
• Salary: Competitive
• Contact: Hannah Dolan
• Contact email: [e-mail]
• Contact phone: [phone]
• Published: 1 day ago
• Expiry date: 2026-02-26
• Startdate: 2026-01-15 00:00:00
• Consultant: Hannah Dolan

Position Title

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 [e-mail] / 07534 842108.