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Executive, Tax, Private Clients - Cheltenham

Ref: 957 Date Posted: Monday 19 Dec 2022

A leading national audit, tax, advisory and risk firm with global reach and local expertise. This company prides itself on looking after their people, whether you’re working in corporate tax, statutory audit or you’re a marketing or HR specialist, they invest in their people to help them be the best they can be.

The Private Client team based in Cheltenham is one of the firms largest and provides tax compliance and advisory services to a diverse range of clients, including owner managed businesses, partners, trustees and high net worth individuals.  We also work closely as part of a region with our Midlands office in Oldbury which enables us to provide a broad service with a depth of expertise, backed up by the wider firm (including our London office) as necessary.

Our people are fundamental to our business and success. Our expert teams of professional advisers and support staff are the key to a first class client service. Our supportive environment encourages responsibility, career development and future business leaders. Building careers is one of the ways we build our business.


  • CTA qualification or near qualification is preferred.
  • Experience in the professional and private client sector.
  • Good knowledge of Microsoft Office, especially Excel.
  • A passion for client service.
  • Display energy and enthusiasm and a focus on achieving results.
  • A keenness to further your own personal development and career goals.

Qualities we are looking for

  • Ability to execute work efficiently, delivering excellent service and bringing the full breadth of the firms capability to support our clients.
  • Acting as a role model for more junior members of the team, providing on-the-job coaching.
  • Adhere to the firm’s risk management policies at all times.
  • Delivering work to the highest quality.
  • The ability to work well in a team, to understand others points of view and constructively take on board any points made, whilst at the same time suggesting possible ideas for consideration.
  • The ability to gather relevant information, notice relationships between different pieces of information, reason from cause to effect and generate effective solutions to practical problems.

The successful candidate will be responsible for managing taxation relationship services with a portfolio of clients, helping them to comply with their taxation filing and payment obligations and working with them to manage their taxation affairs and deliver advisory solutions.

Your direct client responsibilities

  • Management of the personal tax relationship of individuals, both employed and self-employed, on a diverse client portfolio.
  • Managing and overseeing the personal tax compliance cycle (including tax computations, returns and payments) and liaison with the client and HM Revenue & Customs.
  • Delegation of preparatory aspects of personal tax work to supervisors and assistants and review of their work.
  • Liaison with other agents and third parties such as investment managers, stockbrokers and banks where necessary.
  • Set up and run meetings with clients to discuss their tax affairs and future tax planning opportunities.
  • Dealing with HM Revenue & Customs enquiries into tax returns on client portfolio and other clients as appropriate.
  • Providing clients with ad hoc tax planning, proactively as well as reactively both in the UK and overseas.
  • Be actively involved in the provision of advisory services to clients, including clients of other departments and offices.