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- Tasks: Join our team as a Personal Tax Executive, advising high net worth clients on tax compliance and planning.
- Company: Bishop Fleming is a top independent accounting firm in the UK, known for its supportive culture.
- Benefits: Enjoy hybrid working, full study support, health plans, and perks like discounts and social events.
- Why this job: This role offers clear progression, diverse work, and the chance to develop your tax expertise.
- Qualifications: You should have an ATT or ACA/ACCA qualification; CTA status is a plus.
- Other info: Flexible working arrangements are available to fit your studies and personal commitments.
The predicted salary is between 28800 - 42000 £ per year.
Employer Location: Worcester, Cheltenham, Truro
Salary: Competitive
Closing date: 30 Jun 2025
We are looking to recruit a talented Personal Tax Executive to join our expanding Personal Tax / Private Client team. This role offers the opportunity to work with and advise a range of clients including high net worth individuals, private clients, business owners, and directors.
This position can offer a clear progression path and will enable you to develop your tax knowledge further through diverse and interesting work. You should be passionate about delivering excellent client service and enjoy coaching and developing junior team members into competent tax professionals.
The role supports hybrid working, allowing work from the office, home, or client site, with an emphasis on flexibility to balance work and personal commitments.
Full study support (CTA, ACA, or ACCA) is available if needed.
Key responsibilities include:
- Tax compliance for individuals, partnerships, trusts, and estates
- Remuneration planning and benefits advice for directors and shareholders
- Capital tax planning, property tax projects, inheritance tax reviews
- Supporting advisory and planning projects
- Wealth management advice
There is scope to tailor this role based on the candidate\’s experience and motivations.
About You
To be considered, you should have:
- ATT or ACA/ACCA qualification (or equivalent); CTA qualification or part-qualified status is advantageous
- Tax compliance experience in a mixed or personal tax environment
- Excellent communication and interpersonal skills
- Strong organisational skills and ability to work under pressure
Why Bishop Fleming?
Bishop Fleming is a leading independent provider of accounting and financial services in the UK, with a turnover of £[amount]. The firm has grown by nearly 13% in the last year and offers services across various sectors, including financial services, SMEs, and private clients.
The firm is ranked fifth in the Accountancy Age Mid-Tier Power Index, with 40 partners and nearly 500 staff, and is a Great Place to Work.
Benefits include:
- Contributory pension scheme
- Life assurance
- Health cashback plan and online GP services
- Perkbox discounts
- Yulife wellbeing app
- Social events
For more information, contact Seyi Oseni.
We welcome applications from those seeking flexible working arrangements, including remote or part-time work, to accommodate personal responsibilities and studies.
We are committed to diversity and inclusion, ensuring equal opportunities for all employees and fostering a respectful and supportive environment.
Company Overview
Bishop Fleming offers a unique culture focused on investing in our people. With offices across the South West and West Midlands, the firm recruits for graduate and industrial placement positions in accountancy, audit, and tax, providing real responsibility and diverse experience.
Visit our careers site and Glassdoor page for more insights.
Company info: Website | Telephone: 01392 448800 | Location: Stratus House, Exeter, EX13QS, United Kingdom
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Tax Personal Tax • Worcester, Cheltenham, Truro
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Personal Tax Executive employer: Bishop Fleming UK
Contact Detail:
Bishop Fleming UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Executive
✨Tip Number 1
Network with professionals in the tax field, especially those who work with high net worth individuals. Attend industry events or webinars to connect with potential colleagues and learn more about the specific challenges they face.
✨Tip Number 2
Familiarise yourself with the latest tax regulations and compliance requirements relevant to personal tax. This will not only boost your confidence but also demonstrate your commitment to staying updated in a rapidly changing field.
✨Tip Number 3
Prepare to discuss your experience in coaching and developing junior team members during the interview. Highlight specific examples where you've successfully guided others, as this aligns with the role's emphasis on mentoring.
✨Tip Number 4
Research Bishop Fleming’s culture and values thoroughly. Be ready to articulate how your personal values align with theirs, particularly regarding client service and teamwork, which are crucial for this position.
We think you need these skills to ace Personal Tax Executive
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the key responsibilities and qualifications required for the Personal Tax Executive position. Tailor your application to highlight how your skills and experiences align with these requirements.
Highlight Relevant Experience: In your CV and cover letter, emphasise your tax compliance experience, particularly in personal tax environments. Mention any relevant qualifications like ATT, ACA, ACCA, or CTA, and provide examples of how you've successfully delivered client service.
Showcase Soft Skills: Since excellent communication and interpersonal skills are crucial for this role, include specific examples that demonstrate your ability to work under pressure and coach junior team members. This will show that you can contribute positively to the team dynamic.
Express Your Passion: In your cover letter, convey your enthusiasm for the role and the company. Discuss why you are passionate about delivering excellent client service and how you see yourself growing within the firm, especially in relation to their commitment to professional development.
How to prepare for a job interview at Bishop Fleming UK
✨Know Your Tax Fundamentals
Brush up on your knowledge of personal tax compliance, inheritance tax, and capital gains tax. Being able to discuss these topics confidently will show that you have a solid foundation for the role.
✨Demonstrate Client Service Skills
Prepare examples of how you've delivered excellent client service in the past. Highlight your ability to communicate complex tax issues clearly and effectively, as this is crucial for advising high net worth individuals.
✨Showcase Your Team Development Experience
Since the role involves coaching junior team members, be ready to discuss any experience you have in mentoring or training others. This will demonstrate your leadership potential and commitment to team growth.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, the team you'll be working with, and opportunities for professional development. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
