Leading Firm of Accountants | Excellent Career Progression | Hybrid Working
An exciting opportunity has arisen for a Personal Tax Senior to join a well-established accountancy firm in Cheltenham. This role is ideal for a tax professional looking to develop their expertise in personal tax compliance and advisory work, with excellent prospects for career progression.
Key Responsibilities:
Managing a portfolio of personal tax clients, including HNWIs, business owners, sole traders, and partnerships. Preparing and reviewing self-assessment tax returns, ensuring accuracy and compliance with HMRC regulations. Providing tax planning advice on income tax, capital gains tax (CGT), and inheritance tax (IHT). Assisting with HMRC enquiries and liaising with clients to resolve tax-related queries. Supporting tax advisory projects, including residence and domicile issues, trusts, and estate planning. Working closely with senior team members to identify tax-saving opportunities for clients. Supporting junior team members and assisting in their technical development. What We’re Looking For:
Previous experience in personal tax within a UK accountancy practice. ATT qualified or studying towards CTA (or equivalent experience). Strong knowledge of self-assessment, CGT, IHT, and trust taxation. Experience with tax software such as CCH, Digita, or similar. Excellent client communication skills, with the ability to explain complex tax matters in a clear and approachable way. What’s on Offer:
Competitive salary and benefits package. Hybrid working options to support work-life balance. Ongoing professional development, with full study support for CTA if required. Exposure to a diverse and interesting client base, offering excellent hands-on experience. Clear career progression within a supportive and dynamic tax team. This is a fantastic opportunity for a Personal Tax Senior to take the next step in their career within a progressive firm that values professional growth. Apply now or get in touch for more information!
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Managing a portfolio of personal tax clients, including HNWIs, business owners, sole traders, and partnerships. Preparing and reviewing self-assessment tax returns, ensuring accuracy and compliance with HMRC regulations. Providing tax planning advice on income tax, capital gains tax (CGT), and inheritance tax (IHT). Assisting with HMRC enquiries and liaising with clients to resolve tax-related queries. Supporting tax advisory projects, including residence and domicile issues, trusts, and estate planning. Working closely with senior team members to identify tax-saving opportunities for clients. Supporting junior team members and assisting in their technical development. What We’re Looking For:
Previous experience in personal tax within a UK accountancy practice. ATT qualified or studying towards CTA (or equivalent experience). Strong knowledge of self-assessment, CGT, IHT, and trust taxation. Experience with tax software such as CCH, Digita, or similar. Excellent client communication skills, with the ability to explain complex tax matters in a clear and approachable way. What’s on Offer:
Competitive salary and benefits package. Hybrid working options to support work-life balance. Ongoing professional development, with full study support for CTA if required. Exposure to a diverse and interesting client base, offering excellent hands-on experience. Clear career progression within a supportive and dynamic tax team. This is a fantastic opportunity for a Personal Tax Senior to take the next step in their career within a progressive firm that values professional growth. Apply now or get in touch for more information!
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