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- Tasks: Manage personal tax compliance and provide expert advice to a diverse client portfolio.
- Company: Well-established Chartered Accountants and Tax Advisors in Cheltenham with a strong reputation.
- Benefits: Competitive salary, discretionary bonus, flexible hybrid working, and 25 days annual leave.
- Why this job: Join a supportive team, mentor juniors, and work on interesting tax projects.
- Qualifications: Experience in personal tax, CTA/ATT qualified or qualified by experience.
- Other info: Opportunities for career progression and professional development.
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’ll 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.
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 Ltd
Contact Detail:
RGH-Global Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager / Personal Tax Assistant Manager in Cheltenham
✨Tip Number 1
Network like a pro! Attend industry events, webinars, or local meet-ups to connect with professionals in the tax field. You never know who might have the inside scoop on job openings or can refer you to their firm.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your achievements and case studies related to personal tax. This will help you stand out during interviews and demonstrate your expertise in handling complex tax matters.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your responses and boost your confidence. Focus on articulating your experience with personal tax compliance and advisory work.
✨Tip Number 4
Apply through our website! We’ve got a range of opportunities that could be perfect for you. Plus, applying directly shows your enthusiasm and commitment to joining our team at StudySmarter.
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 experience 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 background 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 best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at RGH-Global Ltd
✨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 in these areas.
✨Showcase Your Client Skills
Since this role involves building strong client relationships, prepare examples of how you've successfully managed client interactions in the past. Highlight your communication skills and any experience you have in advising clients on personal tax matters.
✨Demonstrate Team Spirit
This firm values collaboration, so be prepared to talk about your experience working in teams. Share instances where you've mentored junior colleagues or contributed to team development, showing that you're a supportive team player.
✨Ask Smart 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 is the right fit for you.
