Private Client Tax Senior

Are you an experienced tax professional or ready to take the next step in your tax career? A leading firm of Chartered Accountants in Cheltenham is seeking a skilled Private Client Tax Senior to join their team. This role offers hybrid working, a contributory pension scheme, and frequent social events, providing a supportive environment for career growth and a balanced work-life culture.

In this position, you will play a key role in managing and advising on tax matters for high-net-worth individuals, including compliance, tax planning, and support on complex financial affairs. Working closely with an established team, you’ll provide guidance and advice to clients while building on your technical expertise. This is an excellent opportunity for those who are passionate about private client tax and keen to develop in a dynamic, professional setting.

The ideal candidate will have experience within a UK practice environment, either at a semi-senior level with aspirations to progress or a senior level seeking to apply their knowledge in a respected firm. Strong client-facing skills, attention to detail, and a proactive approach to tax planning are essential for this role. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.

Key Responsibilities

• Complete and review personal tax compliance for a range of clients
• Advise on remuneration planning for company directors and shareholders
• Assist with tax planning projects
• Collaborate with Partners and Managers in delivering tax advisory assignments and complex planning projects
• Stay informed on tax legislation and industry developments to provide current and accurate advice
• Support and mentor junior team members

Requirements

• ACA/ACCA and/or ATT qualified or part-qualified
• CTA qualified desirable
• Must have previous experience working within a UK Practice environment
• Mixed and/or private client tax compliance experience
• Strong interpersonal and communication skills, with the ability to build and maintain client relationships
• Detail-oriented and proactive, with a passion for ongoing professional development

Crowe Watson is acting as an Employment Agency, references to pay rates are indicative, and salary is dependent on experience.