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- Tasks: Manage personal tax clients and lead advisory projects while developing junior team members.
- Company: Join Hazlewoods, a leading independent chartered accountants firm in the South West.
- Benefits: Enjoy competitive salary, profit share scheme, and 25 days annual leave plus more.
- Why this job: Make a real impact in personal tax while growing your skills in a supportive environment.
- Qualifications: ACA/ACCA or ATT qualified with a strong background in personal tax compliance.
- Other info: Be part of a collaborative team with excellent career progression opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Employer Location: Cheltenham, Gloucestershire (GB), Cardiff, Bristol
Salary: Competitive with excellent benefits such as a profit share scheme
Key Responsibilities
- Manage a portfolio of personal tax clients including company directors, business owners, high net worth individuals, partnerships, and some trusts
- Review income tax and capital gains tax computations and returns
- Advise on benefits in kind and assist with the review of P11D forms
- Support Partners, Directors, and the wider team on advisory projects
- Lead and develop junior team members, providing coaching and technical guidance
What We’re Looking For
- ACA/ACCA or ATT qualified (CTA desirable – study support available)
- Strong background in personal tax compliance and portfolio management
- Desire to expand technical knowledge and advisory skills
- Excellent communication skills, with a client-focused and commercially aware approach
What We Offer
- Direct application bonus
- Reimbursed parking costs (up to £11/day)
- Profit share scheme
- 25 days annual leave (plus option to purchase up to 30 days)
- Paid flexi-time
- Clear progression structure
- Enhanced employer pension contribution
- Life assurance – 4x annual salary
- Health & wellbeing benefits including discounted gym membership, online GP access, mental health support, and more
- Enhanced maternity and paternity leave
- Regular firm-wide and team social events
Hazlewoods is one of the largest independent chartered accountants and business advisers in the South West, with over 600 employees across Gloucestershire, Bristol and Cardiff. If you’re looking for a role where you can work closely with clients, apply your expertise in personal tax, and be part of a collaborative and forward-thinking team, we’d love to hear from you.
OMB Tax Associate Manager in Cheltenham employer: Hazlewoods LLP
Contact Detail:
Hazlewoods LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land OMB Tax Associate Manager in Cheltenham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that OMB Tax Associate Manager role.
✨Tip Number 2
Practice your interview skills. We all know interviews can be nerve-wracking, so grab a mate and do some mock interviews. Focus on showcasing your personal tax expertise and how you can manage a portfolio effectively.
✨Tip Number 3
Tailor your approach! When you’re chatting with potential employers, make sure to highlight your ACA/ACCA or ATT qualifications and your experience with high net worth clients. Show them you’re the perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a direct application bonus waiting for you. Plus, it’s a great way to show your enthusiasm for joining our collaborative and forward-thinking team.
We think you need these skills to ace OMB Tax Associate Manager in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the OMB Tax Associate Manager role. Highlight your personal tax compliance background and any relevant qualifications like ACA/ACCA or ATT.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for our team. Share specific examples of how you've managed portfolios or led junior team members, and don’t forget to show off your communication skills!
Show Your Passion for Personal Tax: In your application, let us know why you love working in personal tax. Whether it’s helping clients or expanding your technical knowledge, we want to see your enthusiasm shine through.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and helps us get to know you better!
How to prepare for a job interview at Hazlewoods LLP
✨Know Your Tax Stuff
Make sure you brush up on personal tax compliance and portfolio management. Be ready to discuss specific cases or scenarios you've handled, especially with high net worth individuals or partnerships. This will show your expertise and confidence in the field.
✨Showcase Your Communication Skills
Since excellent communication is key for this role, practice explaining complex tax concepts in simple terms. You might be asked to demonstrate how you would advise a client on benefits in kind or P11D forms, so think of examples where you've successfully communicated with clients before.
✨Be a Team Player
Highlight your experience in leading and developing junior team members. Prepare to share examples of how you've provided coaching or technical guidance in the past. This will show that you’re not just about individual success but also about fostering a collaborative environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to personal tax advisory projects or their progression structure. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
