Personal Tax Semi Senior

Personal Tax Semi Senior – Cheltenham

Competitive Salary + Study Support + Excellent Benefits

Clark Wood are currently recruiting for an ambitious Personal Tax Semi Senior to join a highly regarded independent firm of Chartered Accountants based in Cheltenham.

This is an excellent opportunity for a Personal Tax Assistant, Tax Semi Senior or ATT studier looking to develop their career within a successful Private Client Tax team. The firm has an excellent reputation in the local market and offers a supportive environment with strong progression opportunities.

Working alongside experienced Tax Managers and Partners, you will gain exposure to a varied portfolio of private clients including high-net-worth individuals, company directors, landlords, sole traders and trusts.

As a Personal Tax Semi Senior, you will assist with the delivery of a high-quality personal tax service to a diverse portfolio of clients.

Your responsibilities will include:

• Preparing and submitting Self Assessment tax returns for individuals, directors, landlords and sole traders.
• Assisting with the management of a portfolio of private client tax affairs.
• Preparing Capital Gains Tax calculations and supporting on tax planning assignments.
• Assisting with Inheritance Tax matters and estate administration where required.
• Liaising with HMRC and handling client tax queries.
• Supporting senior members of the tax team with advisory work and ad-hoc tax projects.
• Ensuring all compliance deadlines are met while maintaining excellent client service.

• Previous experience working within a Personal Tax team in a UK accountancy practice.
• Experience preparing Self Assessment tax returns.
• ATT qualified, ATT part-qualified, studying towards ATT/CTA, or qualified by experience.
• Strong communication skills with the ability to build relationships with clients.
• A genuine interest in developing a long-term career within Private Client Tax.

• Competitive salary dependent on experience.
• Study support towards professional tax qualifications.
• Excellent benefits package.
• Opportunity to work with a varied portfolio of private clients.
• Genuine career progression within a respected independent accountancy firm.

This is a fantastic opportunity for a Personal Tax Assistant or Personal Tax Semi Senior to join a leading Cheltenham accountancy practice and continue developing their career within Private Client Tax.