Personal Tax Senior - Cheltenham with ref. WL-18376

Personal Tax Senior – Cheltenham
Leading Firm of Accountants | 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 seeking to deepen their expertise in personal tax compliance and advisory work, with excellent prospects for career progression.

Key Responsibilities

Manage a portfolio of personal tax clients, including HNWIs, business owners, sole traders, and partnerships
Prepare and review self-assessment tax returns, ensuring accuracy and compliance with HMRC regulations
Provide tax planning advice on income tax, capital gains tax (CGT), and inheritance tax (IHT)
Assist with HMRC enquiries and liaise with clients to resolve tax-related queries
Support advisory projects, including residence and domicile issues, trusts, and estate planning
Work closely with senior team members to identify tax-saving opportunities for clients
Mentor and support junior team members 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
Proficient with tax software such as CCH, Digita, or similar
Excellent client communication skills, able to explain complex tax matters clearly and professionally

What’s on Offer

Competitive salary and benefits package
Hybrid working options to support work-life balance
Ongoing professional development, with full CTA study support if required
Exposure to a diverse client base, providing 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.

For more information or to apply, contact Will Langdon at Clark Wood:
📧 will@clark-wood.co.uk

📞 07920 557121

Please note: This role is only open to candidates with relevant UK accountancy practice experience. Visa sponsorship is not available.

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