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.
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 Were 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
Excel...