Senior Personal Tax Advisor | Hybrid & Growth Path

Clark Wood; Gloucester; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading accountancy firm in Cheltenham is seeking a Personal Tax Senior to manage personal tax clients including HNWIs and sole traders. The ideal candidate has significant experience in personal tax compliance and advisory work, with strong knowledge of tax regulations. This role offers excellent prospects for career progression and a hybrid working model, where you will also mentor junior staff. Proficiency in tax software like CCH or Digita is required.

Qualifications

• Previous experience in personal tax within a UK accountancy practice.
• Strong knowledge of self-assessment, CGT, IHT, and trust taxation.
• Proficient with tax software such as CCH, Digita, or similar.

Responsibilities

• Manage a portfolio of personal tax clients, including HNWIs and partnerships.
• Prepare and review self-assessment tax returns, ensuring compliance.
• Provide tax planning advice on income tax, CGT, and IHT.

Skills

Personal tax compliance

Tax planning advice

Liaising with clients

Mentorship

Education

ATT qualified or studying towards CTA

Tools

CCH

Digita

Job description

A leading accountancy firm in Cheltenham is seeking a Personal Tax Senior to manage personal tax clients including HNWIs and sole traders. The ideal candidate has significant experience in personal tax compliance and advisory work, with strong knowledge of tax regulations. This role offers excellent prospects for career progression and a hybrid working model, where you will also mentor junior staff. Proficiency in tax software like CCH or Digita is required.