My Shortlist

Your shortlisted jobs will appear here. To view your shortlist: Login Or Register

Date Added: Fri 16/09/2022

Personal Tax

Gloucestershire, UK
Apply Now


Job Type: Permanent, FullTime

Salary: £25,000 - £40,000 per annum

Job Title: Personal Tax Associate

Industry: Finance

Location: Gloucester

Salary: £25,000 - £40,000

Job reference: 6928

Job Description:

Recruit UK are working on an excellent opportunity for a Personal Tax Associate in Gloucester.

Our client is a successful wealth management and accountancy practice, in Gloucester, who work with HNW and UHNW clients on a variety of financial advice/planning. They have a dedicated Tax team, who are on hand to support with niche and complex portfolios of clients. Due to continued growth, they are open to different levels of Personal Tax experience and seniority.

Your duties will include, but not be limited to:

  • Managing a portfolio of clients including company directors, business owners etc
  • Review of income tax and capital gains tax computations
  • Review of business and corporate tax computations
  • Provide support to junior team, if appropriate
  • Researching and understanding technical matters


  • Competitive salary, depending on experience
  • Salary reviews
  • Discretionary bonus
  • Flexible hours
  • Hybrid working
  • Exam support
  • Development and progression
  • Regular company events
  • Generous benefits package

Skills and experience required:

  • ACA/ACCA or ATT qualified, or working towards
  • Solid understanding of tax compliance review and portfolio management
  • Good communication skills with clients and colleagues
  • Knowledge of inheritance tax and taxation of trusts - desirable

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Gloucester on a Personal Tax Associate role.

Apply Now