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Private client tax assistant manager

Cheltenham
Pro-Tax
Assistant manager
Posted: 30 June
Offer description

Job 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 kind

* Reviewing compliance work and providing technical guidance to junior team members

* Working with Partners on interesting advisory projects involving succession planning, residence issues, and family wealth structuring

* Supporting P11D reviews and ad hoc tax queries

* Playing an active role in mentoring and developing team members

What You'll Bring:

* ACA/ACCA or ATT qualified (CTA desirable but not essential)

* A solid background in personal tax compliance and client portfolio management

* The confidence to build strong client relationships and provide commercial advice

* A collaborative mindset and a desire to grow your technical advisory capabilities

What's On Offer:

* Hybrid working with flexibility tailored to your location and lifestyle

* Clear and achievable career progression pathway

* Generous annual leave allowance with buy/sell options

* Profit-share scheme and enhanced pension contribution

* Private medical, life cover (4x salary), and wellbeing initiatives

* Regular team socials and inclusive culture across all levels

This 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 or email for a confidential chat or to apply directly.

________

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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