At a Glance
- Tasks: Manage personal tax clients and provide expert tax planning advice.
- Company: Well-established accountancy firm in Cheltenham with a focus on career progression.
- Benefits: Hybrid working, mentoring opportunities, and a supportive team environment.
- Other info: Great prospects for career growth and professional development.
- Why this job: Deepen your tax expertise while making a real impact for clients.
- Qualifications: Experience in personal tax and strong communication skills required.
The predicted salary is between 35000 - 45000 £ per year.
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 We’re 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
- Excellent client communication skills, able to explain complex tax matters clearly and professionally
Personal Tax Senior - Cheltenham employer: Clark Wood - Accountancy Practice & Tax Recruitment
Join a leading firm of accountants in Cheltenham, where you will benefit from a supportive work culture that prioritises employee growth and career progression. With hybrid working options and a focus on professional development, this role offers the chance to work with high-net-worth individuals and diverse clients while mentoring junior team members, making it an excellent opportunity for those seeking meaningful and rewarding employment.
Contact Details:
Clark Wood - Accountancy Practice & Tax Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior - Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the accounting world, especially those who work in personal tax. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Show off your expertise! Prepare a portfolio showcasing your experience with self-assessment, CGT, and IHT. This will help you stand out during interviews and demonstrate your knowledge to potential employers.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers, especially around tax planning and compliance. The more comfortable you are discussing these topics, the better you'll perform.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might be perfect for you. Plus, it’s a great way to ensure your application gets noticed by the right people.
We think you need these skills to ace Personal Tax Senior - Cheltenham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Personal Tax Senior role. Highlight your previous experience in personal tax, especially with HNWIs and compliance work, to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about personal tax and how your background aligns with our firm’s values. Don’t forget to mention your career aspirations and how we can help you achieve them.
Showcase Your Technical Skills:We want to see your proficiency with tax software like CCH or Digita. Mention any specific projects where you’ve used these tools effectively, as this will demonstrate your readiness for the role and your ability to hit the ground running.
Apply Through Our Website:To make sure your application gets to us directly, apply through our website. It’s the best way to ensure we see your application and can consider you for this exciting opportunity in Cheltenham!
How to prepare for a job interview at Clark Wood - Accountancy Practice & Tax Recruitment
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax compliance and advisory work. Be ready to discuss self-assessment, CGT, IHT, and trusts in detail. The more confident you are with these topics, the better you'll impress your interviewers.
✨Showcase Your Client Skills
Since this role involves managing a portfolio of clients, be prepared to share examples of how you've effectively communicated complex tax matters to clients in the past. Highlight any experiences where you've resolved queries or provided valuable tax planning advice.
✨Demonstrate Team Spirit
This position requires mentoring junior team members, so think about times when you've supported others in their development. Share specific examples that show your ability to work collaboratively and contribute to a positive team environment.
✨Prepare for Technical Questions
Expect some technical questions related to tax software like CCH or Digita. Familiarise yourself with the tools mentioned in the job description and be ready to discuss how you've used them in your previous roles. This will show that you're not only qualified but also tech-savvy.
