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. The Role 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. Key Responsibilities 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 What We're Looking For 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 Why Join This Firm? 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. Benefits Include: 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.

Location: Cheltenham, GB

Posted Date: 6/17/2025