Personal Tax Semi Senior - Cheltenham

Personal Tax Semi Senior – Cheltenham
Competitive Salary + Study Support + Excellent Benefits
Clark Wood are currently recruiting for an ambitious Personal Tax Semi Senior to join a highly regarded independent firm of Chartered Accountants based in Cheltenham.

This is an excellent opportunity for a Personal Tax Assistant, Tax Semi Senior or ATT studier looking to develop their career within a successful Private Client Tax team. The firm has an excellent reputation in the local market and offers a supportive environment with strong progression opportunities.

Working alongside experienced Tax Managers and Partners, you will gain exposure to a varied portfolio of private clients including high-net-worth individuals, company directors, landlords, sole traders and trusts.

As a Personal Tax Semi Senior, you will assist with the delivery of a high-quality personal tax service to a diverse portfolio of clients.
Your responsibilities will include:

- Preparing and submitting Self Assessment tax returns for individuals, directors, landlords and sole traders.
- Assisting with the management of a portfolio of private client tax affairs.
- Preparing Capital Gains Tax calculations and supporting on tax planning assignments.
- Assisting with Inheritance Tax matters and estate administration where required.
- Liaising with HMRC and handling client tax queries.
- Supporting senior members of the tax team with advisory work and ad-hoc tax projects.
- Ensuring all compliance deadlines are met while maintaining excellent client service.

About You

- Previous experience working within a Personal Tax team in a UK accountancy practice.
- Experience preparing Self Assessment tax returns.
- ATT qualified, ATT part-qualified, studying towards ATT/CTA, or qualified by experience.
- Strong communication skills with the ability to build relationships with clients.
- A genuine interest in developing a long-term career within Private Client Tax.

What's On Offer

- Competitive salary dependent on experience.
- Study support towards professional tax qualifications.
- Excellent benefits package.
- Opportunity to work with a varied portfolio of private clients.
- Genuine career progression within a respected independent accountancy firm.

This is a fantastic opportunity for a Personal Tax Assistant or Personal Tax Semi Senior to join a leading Cheltenham accountancy practice and continue developing their career within Private Client Tax.
For further information on this role, please contact Will Langdon at Clark Wood on 07920 557121 or will@clark-wood.co.uk.
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