Business area
Cheltenham - The Prom
Employment type

Join our expanding Legal team as a Personal Tax Associate! You’ll play a crucial role in delivering exceptional service to our diverse client portfolio.

In this unique role, you will handle a portfolio of personal tax clients, including current and former owners of legal practices and other high net worth individuals. Some of your responsibilities will include:

  • Managing a varied portfolio of personal tax clients.
  • Building and maintaining strong tax relationships with clients, ensuring exceptional client service.
  • Reviewing income tax and capital gains tax computations and tax returns, collaborating with specialists on technical matters.
  • Providing tax planning advice.
  • Mentoring and developing junior team members
  • Researching and presenting technical matters in a practical and comprehensible manner.

Key Skills and Qualifications:

  • ACA/ACCA or ATT qualified (CTA desirable, but we’re open to supporting CTA studies).
  • Solid grounding in tax compliance review and portfolio management.
  • Client-focused with a commitment to exceptional service.


  • Hybrid working & flexibility with hours
  • 25 days holiday + the option to purchase additional holiday
  • Profit share scheme
  • Direct application bonus
  • Life assurance (6x annual salary)
  • Health and wellbeing support (including discounted gym membership and Aviva Digicare+ Workplace)
  • Regular firm-wide and team social events

Apply now to join our growing Legal team!