Personal Tax Executive

Employer Location : Worcester, Cheltenham, Truro

Salary : Competitive

Closing date : 30 Jun 2025

We are looking to recruit a talented Personal Tax Executive to join our expanding Personal Tax / Private Client team . This role offers the opportunity to work with and advise a range of clients including high net worth individuals, private clients, business owners, and directors.

This position can offer a clear progression path and will enable you to develop your tax knowledge further through diverse and interesting work. You should be passionate about delivering excellent client service and enjoy coaching and developing junior team members into competent tax professionals.

The role supports hybrid working , allowing work from the office, home, or client site, with an emphasis on flexibility to balance work and personal commitments.

Full study support (CTA, ACA, or ACCA) is available if needed.

Key responsibilities include :

• Tax compliance for individuals, partnerships, trusts, and estates
• Remuneration planning and benefits advice for directors and shareholders
• Capital tax planning, property tax projects, inheritance tax reviews
• Supporting advisory and planning projects
• Wealth management advice

There is scope to tailor this role based on the candidate's experience and motivations.

About You

To be considered, you should have :

Why Bishop Fleming?

Bishop Fleming is a leading independent provider of accounting and financial services in the UK, with a turnover of £[amount]. The firm has grown by nearly 13% in the last year and offers services across various sectors, including financial services, SMEs, and private clients.

The firm is ranked fifth in the Accountancy Age Mid-Tier Power Index, with 40 partners and nearly 500 staff, and is a Great Place to Work .

Benefits include :

For more information, contact Seyi Oseni .

We welcome applications from those seeking flexible working arrangements, including remote or part-time work, to accommodate personal responsibilities and studies.

We are committed to diversity and inclusion, ensuring equal opportunities for all employees and fostering a respectful and supportive environment.

Company Overview

Bishop Fleming offers a unique culture focused on investing in our people. With offices across the South West and West Midlands, the firm recruits for graduate and industrial placement positions in accountancy, audit, and tax, providing real responsibility and diverse experience.

Visit our careers site and Glassdoor page for more insights.

Company info : Website | Telephone : 01392 448800 | Location : Stratus House, Exeter, EX13QS, United Kingdom

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