Private Client Tax Executive

Are you looking to grow your career in private client tax within a leading accountancy firm that truly values its people?

Adele Carr Recruitment is proud to be working on behalf of a top 10 national advisory and accounting firm to recruit a Private Client Tax Executive based in their Cheltenham office. This role offers the chance to work with a high-calibre client portfolio that includes high-net-worth individuals, business owners, entrepreneurs, and partners.

You'll be responsible for managing a portfolio of private clients, ensuring timely and accurate tax compliance and delivering high-quality advisory services. You'll also have the opportunity to contribute to wider planning work, build strong client relationships, and coach junior staff.

• Manage a varied portfolio of personal tax clients

• Oversee compliance work including tax returns, computations, and HMRC correspondence

• Provide proactive tax planning and advisory support

• Liaise with investment managers, lawyers, and other external stakeholders

• Supervise and review work prepared by junior staff

• Ensure work is completed on time and within budget

• ATT and/or CTA qualified (or near qualification)

• Previous experience in personal tax within a practice environment

• Confident communicator with strong client management skills

• Strong technical understanding of UK personal tax legislation

• A collaborative team player with a proactive approach to problem-solving

This firm offers a dynamic and supportive environment where your development is a top priority. You'll be part of a culture that values inclusion, continuous learning, and well-being.

• Hybrid and flexible working options

• Private medical and dental insurance

• Generous pension scheme and life assurance

• Enhanced parental leave and family support policies

• Annual volunteering days

• Extensive training and CPD support

• Clear and structured career progression pathway

Next Steps:
If you are looking for the next step in your private client tax career and want to be part of a firm that truly invests in its people, apply today or contact Adele Carr Recruitment for more information.