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Private client tax assistant manager

Cheltenham
Pro-Tax
Assistant manager
Posted: 20 July
Offer description

Personal Tax Manager - Hybrid | Gloucestershire

Join a respected and well-established regional accountancy firm that continues to build on its strong reputation across the South West and beyond. With a workforce of over 500 professionals and offices across several major towns and cities, this firm combines deep local roots with national reach and a modern, people-first culture.Due to continued growth in their Private Client team, an opportunity has arisen for an experienced Personal Tax Manager to oversee a diverse portfolio of clients including high-net-worth individuals, directors, entrepreneurs, and trusts. The firm takes pride in its commitment to employee wellbeing, flexibility, and career progression, offering a genuinely supportive and forward-thinking environment.What You'll Be Doing:Managing a varied personal tax portfolio across income tax, CGT, and benefits in kindReviewing compliance work and providing technical guidance to junior team membersWorking with Partners on interesting advisory projects involving succession planning, residence issues, and family wealth structuringSupporting P11D reviews and ad hoc tax queriesPlaying an active role in mentoring and developing team membersWhat You'll Bring:ACA/ACCA or ATT qualified (CTA desirable but not essential)A solid background in personal tax compliance and client portfolio managementThe confidence to build strong client relationships and provide commercial adviceA collaborative mindset and a desire to grow your technical advisory capabilitiesWhat's On Offer:Hybrid working with flexibility tailored to your location and lifestyleClear and achievable career progression pathwayGenerous annual leave allowance with buy/sell optionsProfit-share scheme and enhanced pension contributionPrivate medical, life cover (4x salary), and wellbeing initiativesRegular team socials and inclusive culture across all levelsThis is an exciting chance to step into a role where you'll feel truly valued, supported, and able to make a real impact.Interested in finding out more? Contact Andy Chaplin on 07877 121163 or email andy.chaplin@pro-tax.co.uk for a confidential chat or to apply directly.

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

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