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.

• 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
• Excellent client communication skills, able to explain complex tax matters clearly and professionally

• 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:

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Please note:

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

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