Personal Tax Senior

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:

Please note:

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

CWWL