Personal Tax Senior

Job Description

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.

• 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

• 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
• Excel…