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- Tasks: Manage personal tax compliance and provide expert advice to a diverse client portfolio.
- Company: Reputable Chartered Accountants and Tax Advisors in Cheltenham with a supportive culture.
- Benefits: Competitive salary, discretionary bonus, flexible hybrid working, and professional development support.
- Other info: Opportunities for progression and mentoring junior team members in a collaborative environment.
- Why this job: Join a growing firm and make a real impact while enjoying work-life balance.
- Qualifications: Experience in personal tax, CTA/ATT qualified or equivalent, strong communication skills.
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
What’s on offer
- 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 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
✨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. Building relationships can open doors that a CV just can’t.
✨Show Off Your Skills
When you get the chance for an interview, make sure to highlight your personal tax expertise and any relevant experience. Use real-life examples to demonstrate how you've tackled challenges in the past. We want to see your problem-solving skills in action!
✨Research the Firm
Before any interview, do your homework on the firm. Understand their client base, values, and recent news. This will not only help you tailor your answers but also show that you're genuinely interested in being part of their team.
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a simple way to express your appreciation and reiterate your interest in the role. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Personal Tax Manager / Personal Tax Assistant Manager
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
Make sure you brush up on your personal tax knowledge, especially around Capital Gains Tax and resident-related matters. The firm is looking for someone with strong technical skills, so be ready to discuss your experience and how it relates to their client base.
✨Showcase Your Client Skills
Since this role involves building and maintaining client relationships, think of examples where you've successfully communicated complex tax issues to clients. Highlight your confidence in client-facing situations and how you’ve managed expectations in the past.
✨Be a Team Player
The 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, as this will show you’re a good fit for their supportive culture.
✨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 aligns with your career goals.