Personal Tax Semi Senior - Cheltenham

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  Location

  
  

  Cheltenham

  
  


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  Sector:

  
  

  Tax ,Personal Tax ,Private Client Tax

  
  


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  Contract Type:

  
  

  Permanent

  
  


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  Salary:

  
  

  £25000 - £32000 per annum

  
  


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  Contact:

  
  

  Will Langdon

  
  


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  Contact email:

  
  
  
  


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  Contact phone:

  
  

  (0)

  
  


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  Published:

  
  

  3 days ago

  
  


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  Expiry date:

  
  

  2026-09-07

  
  


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  Startdate:

  
  

  2026-07-:00:00

  
  


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  Consultant:

  
  

  Will Langdon

  
  

Personal Tax Semi Senior - Cheltenham
Competitive Salary + Study Support + Excellent Benefits

A well-established and highly respected Independent firm of Chartered Accountants in Cheltenham is looking to recruit a Personal Tax Semi Senior to join its growing Private Client Tax team.

This is an excellent opportunity for an ambitious tax professional looking to further their career within a supportive and forward-thinking practice. Working alongside experienced Tax Managers and Partners, you'll gain exposure to a varied portfolio of private clients including high-net-worth individuals, directors, landlords, sole traders and trusts.

The Role

As a Personal Tax Semi Senior, you'll assist with managing a diverse portfolio of personal tax clients while developing your technical knowledge and advisory skills.

Your responsibilities will include:

• Preparing and submitting Self Assessment tax returns for a varied portfolio of individuals.


• Assisting with the management of private client portfolios, ensuring deadlines are met.


• Preparing Capital Gains Tax calculations and supporting with tax planning assignments.


• Assisting with Inheritance Tax matters and estate administration where required.


• Liaising directly with HMRC regarding client queries and tax matters.


• Supporting senior members of the tax team with advisory projects.

About You

To be considered for this opportunity, you will ideally have:

• Previous experience working within the Personal Tax department of a UK accountancy practice.


• ATT qualified, ATT part-qualified or studying towards ATT/CTA (or qualified by experience).


• Experience preparing Self-Assessment tax returns.

This is an excellent opportunity for a Personal Tax Assistant or Personal Tax Semi Senior looking to join a highly regarded Cheltenham accountancy practice and develop a long-term career in Private Client Tax.

For further information on this role, please contact Will Langdon at Clark Wood on or .