Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage personal tax compliance and provide expert advice to a diverse client portfolio.
- Company: Join a well-established firm of Chartered Accountants with a strong reputation.
- Benefits: Competitive salary, discretionary bonus, flexible hybrid working, and 25 days annual leave.
- Why this job: Gain valuable experience in personal tax while enjoying a supportive and collaborative environment.
- Qualifications: Experience in personal tax, CTA/ATT qualified or qualified by experience.
- Other info: Opportunities for career progression and mentoring junior team members.
The predicted salary is between 40000 - 50000 £ per year.
Salary: £40,000 – £50,000 + discretionary bonus
Location: Cheltenham (hybrid working – flexible)
Job Type: Full-time or Part-time, Permanent
We are delighted to be partnering with a well-established and growing firm of Chartered Accountants and Tax Advisors based in Cheltenham. The firm advises a broad client base including entrepreneurs, owner-managed businesses and high-net-worth individuals, and is known for delivering pragmatic, high-quality personal tax advice. Due to continued growth, they are now looking to appoint a Personal Tax Manager or Personal Tax Assistant Manager to join their collaborative and supportive tax team.
This is a highly regarded practice with a strong reputation for tailored advisory work and long-standing client relationships. You will work closely with senior leadership and have exposure to a varied and interesting personal tax portfolio, including advisory-focused work and more complex compliance matters. There is genuine scope for progression, with opportunities to mentor junior team members, contribute to team development, and become involved in business development and networking initiatives.
This role offers an excellent balance of technical challenge and flexibility. The firm operates a hybrid working model, with flexibility around office and home working, supporting a healthy work-life balance while maintaining high client service standards.
Key responsibilities:- Managing and reviewing personal tax compliance for a diverse client portfolio
- Running tax returns, managing the tax team and handling MTD (Making Tax Digital)
- Providing advice on personal tax matters, including Capital Gains Tax (CGT)
- Advising on tax issues relating to residents, including partners living overseas
- Supporting and overseeing compliance processes, ensuring accuracy and quality
- Identifying tax planning opportunities and assisting with advisory projects
- Building and maintaining strong client relationships
- Supporting and mentoring junior team members
- Working closely with Directors on technical and strategic tax matters
The firm deals with a high volume of resident-related work, so experience in this area would be ideal, but is not essential.
About you:- Proven experience in personal tax within a professional practice environment
- CTA and/or ATT qualified, or qualified by experience
- Strong technical knowledge of UK personal tax and compliance
- Experience with CGT and resident-related tax matters is advantageous
- Confident communicator with strong client-facing skills
- Organised, proactive and comfortable managing deadlines
- A collaborative team player keen to grow with the firm
- Salary £40,000 – £50,000, depending on experience
- Discretionary annual bonus
- 25 days annual leave plus bank holidays
- Hybrid and flexible working arrangements
- Paid professional subscriptions and ongoing CPD support
- Full-time or part-time considered (minimum three days per week)
Personal Tax Manager / Personal Tax Assistant Manager in Cheltenham employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager / Personal Tax Assistant Manager in Cheltenham
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance for an interview, make sure to highlight your personal tax expertise and any relevant experience. We want to see how you can bring value to the team, so prepare some examples of your past work that demonstrate your skills and successes.
✨Ask Smart Questions
During interviews, don’t just wait for questions to be thrown at you. Prepare some thoughtful questions about the firm’s approach to personal tax and their client base. This shows you’re genuinely interested and helps us see how you think!
✨Apply Through Our Website
We encourage you to apply directly through our website. It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and keen to join our fantastic team!
We think you need these skills to ace Personal Tax Manager / Personal Tax Assistant Manager in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your personal tax expertise and any relevant qualifications like CTA or ATT. We want to see how you fit into our team!
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 experience aligns with our firm's values. Keep it engaging and personal – we love a good story!
Showcase Your Client Relationship Skills: Since building strong client relationships is key for us, make sure to include examples of how you've successfully managed client interactions in the past. We want to know how you can contribute to our collaborative environment!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come through our own channels!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Tax Stuff
Brush up on your knowledge of UK personal tax, especially around Capital Gains Tax and resident-related matters. Be ready to discuss specific scenarios or case studies that demonstrate your expertise and how you've handled complex compliance issues in the past.
✨Showcase Your Client Skills
Since this role involves building strong client relationships, prepare examples of how you've successfully communicated with clients in previous roles. Think about times when you provided valuable advice or resolved a client's issue effectively.
✨Be Ready for Team Dynamics
This firm values collaboration, so be prepared to talk about your experience working in teams. Share instances where you've mentored junior members or contributed to team development, highlighting your ability to support and uplift others.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to personal tax advisory work and their hybrid working model. This shows your genuine interest in the role and helps you assess if the firm aligns with your career goals and values.
