At a Glance
- Tasks: Prepare tax returns and assist with client queries in a dynamic team.
- Company: Join a respected independent firm of Chartered Accountants in Cheltenham.
- Benefits: Competitive salary, study support, and excellent benefits await you.
- Other info: Supportive environment with a varied portfolio of private clients.
- Why this job: Kickstart your career in Private Client Tax with genuine progression opportunities.
- Qualifications: Previous tax experience and strong communication skills are essential.
The predicted salary is between 51750 - 63250 £ per year.
Location: Cheltenham
Sector: Tax, Personal Tax, Private Client Tax
Contract Type: Permanent
Salary: £25,000 - £32,000 per annum
Contact: Will Langdon
Email: will.langdon@clark-wood.co.uk
Phone: +44 (0) 1173 291051
Published: 3 days ago
Expiry date: 2026-09-25
Start date: 2026-08-13
Consultant: Will Langdon
Personal Tax Semi Senior – Cheltenham
Competitive Salary + Study Support + Excellent Benefits
Clark Wood are recruiting for a Personal Tax Semi Senior to join a highly regarded independent firm of Chartered Accountants in Cheltenham. This role would suit a Personal Tax Assistant, Tax Semi Senior or ATT studier looking to develop their career within a successful Private Client Tax team.
The Role:
- Preparing Self Assessment tax returns for individuals, directors, landlords and sole traders
- Assisting with a portfolio of private clients
- Preparing Capital Gains Tax calculations
- Supporting with Inheritance Tax and estate administration
- Dealing with HMRC and client queries
- Assisting with tax planning and advisory work
- Ensuring all tax compliance deadlines are met
The Person:
- Previous Personal Tax experience within an accountancy practice
- Experience preparing Self Assessment tax returns
- ATT qualified, part-qualified, studying ATT/CTA or QBE
- Strong communication and organisational skills
- Keen to develop a career in Private Client Tax
The Offer:
- Competitive salary
- Study support
- Excellent benefits
- Varied private client portfolio
- Genuine career progression
- Supportive independent accountancy firm
If you are a Personal Tax Assistant, Personal Tax Semi Senior or Tax Semi Senior looking for a new opportunity in Cheltenham, please contact Will Langdon at Clark Wood.
Tax Semi Senior in Cheltenham employer: Clark Wood
Clark Wood is an excellent employer, offering a supportive work culture that prioritises employee growth and development. Located in Cannock, the firm provides a competitive salary and the chance to work with a diverse client base, ensuring that every day brings new challenges and opportunities for professional advancement.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Semi Senior in Cheltenham
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Clark Wood, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Tax Semi Senior in Cheltenham
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Clark Wood's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Clark Wood. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Clark Wood!
How to prepare for a job interview at Clark Wood
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Clark Wood.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Clark Wood. It helps to show our commitment!
