Mixed Tax Senior

Clark Wood - Tax Recruitment; Swindon; On-site; GBP 40,000 - 60,000; Full time

Job summary

A regional accountancy and tax firm in Swindon is seeking an experienced Mixed Tax Senior to lead and develop their tax offering while managing a significant client portfolio. The role involves providing high-level tax advisory services to SMEs and HNWIs, engaging in complex tax planning and business development. Candidates should be CTA and/or ACCA/ACA qualified with proven business development skills.

Qualifications

• Proven experience in tax advisory and planning for SMEs, OMBs, groups, partnerships, and HNWIs.
• Experience in tax enquiry work and advising on trusts and family wealth.

Responsibilities

• Lead and develop the Berkshire tax offering while maintaining a significant existing client portfolio.
• Provide high level advisory and planning services to clients.
• Engage in tax enquiry work and advise on private client tax matters.
• Support on corporate and property transactions and advise on restructures.

Skills

IHT and CGT planning

Business development

Client advisory

Education

CTA and/or ACCA/ACA Qualified

Job description

Overview

Mixed Tax Senior - Swindon

Clark Wood have been instructed on an exceptionally rare opportunity for an experienced Tax Senior or Assistant Manager to join one of the region's accountancy & tax firms, based in Swindon, Wiltshire. The role's main purpose is to lead and develop the firm's Berkshire tax offering while maintaining a significant existing client portfolio.

The team undertakes complex private client and business tax work for an interesting client base, tax enquiry work, advisory support to High Net Worth Individuals (HNWIs), trusts and family wealth, as well as corporate and property transactions and advising on business restructures.

The role involves providing high level advisory and planning services to a large existing portfolio of corporate and personal tax clients focusing on SMEs, OMBs, groups, partnerships and HNWIs. The role also includes business development and networking to grow the tax portfolio and raise awareness of the firm’s tax services.

The Swindon office is commutable from areas across Wiltshire, Berkshire, Oxford, Reading, Basingstoke and Andover.

Responsibilities

• Lead and develop the Berkshire tax offering while maintaining a significant existing client portfolio.
• Provide high level advisory and planning services to a large existing portfolio of corporate and personal tax clients (SMEs, OMBs, groups, partnerships & HNWIs).
• Engage in tax enquiry work and advise on private client and business tax matters, including trusts and family wealth.
• Support on corporate and property transactions and advise on business restructures.
• Deliver tax advisory services and planning for HNWIs, trusts and related structures.
• Business development and networking to grow the tax portfolio and raise awareness of firm tax services.

Qualifications

• CTA and/or ACCA/ACA Qualified.
• Relevant experience of IHT and CGT planning, advising on residence and domicile.
• Proven track record of business development.

Additional Information

For more information on this role please contact Will Langdon at Clark Wood – [e-mail] / 07920 557121

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