Senior Personal Tax Specialist – Hybrid, Career Growth

Clark Wood - Tax Recruitment; Cheltenham; Hybrid; GBP 10,000 - 40,000; Full time

Job summary

A leading accountancy firm in Cheltenham is looking for a Personal Tax Senior to manage a portfolio of personal tax clients and provide comprehensive tax planning advice. This role suits a tax professional keen to refine their expertise in compliance and advisory work. The firm offers competitive salary, hybrid working options, and strong career progression opportunities. Ideal candidates will have relevant UK accountancy practice experience and a commitment to professional development.

Benefits

Competitive salary and benefits package

Ongoing professional development

Qualifications

• Previous experience in personal tax within a UK accountancy practice.
• Strong knowledge of self‑assessment, CGT, IHT, and trust taxation.
• Excellent client communication skills, able to explain complex tax matters.

Responsibilities

• Manage a portfolio of personal tax clients, including HNWIs and business owners.
• Prepare and review self‑assessment tax returns, ensuring accuracy.
• Provide tax planning advice on income tax, CGT, and IHT.

Skills

Personal tax compliance

Client communication

Tax planning advice

Education

ATT qualified or studying towards CTA

Tools

CCH

Digita

Job description

A leading accountancy firm in Cheltenham is looking for a Personal Tax Senior to manage a portfolio of personal tax clients and provide comprehensive tax planning advice. This role suits a tax professional keen to refine their expertise in compliance and advisory work. The firm offers competitive salary, hybrid working options, and strong career progression opportunities. Ideal candidates will have relevant UK accountancy practice experience and a commitment to professional development.