Personal Tax Semi Senior

Clark Wood; Stockport; On-site; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Study support

Referral bonus

Job summary

Clark Wood in Stockport is seeking a Personal Tax Semi Senior to support a growing Private Client Tax team. You will prepare Self Assessment returns for a varied client portfolio and help with tax planning and administration. The role offers study support and a clear path to progression.

The firm values accuracy, client relationship skills and proactive support for senior colleagues within a well-established practice.

Qualifications

• Experience within Personal Tax in a UK accountancy practice is essential.
• Strong attention to detail and organisational skills required.
• Excellent communication and ability to build client relationships.

Responsibilities

• Prepare and submit Self Assessment tax returns for a varied private client portfolio.
• Assist with management of private client portfolios and meet deadlines.
• Calculate Capital Gains Tax and support tax planning assignments.
• Assist with Inheritance Tax matters and estate administration when required.
• Liaise with HMRC regarding client queries and tax issues.
• Support senior tax team on advisory projects and client relations.

Skills

Communication skills

Attention to detail

Ambition

Client relationship skills

Job description

• Location

  Stockport

• Sector:

  Tax Compliance ,Personal Tax ,Private Client Tax

• Contract Type:

  Permanent

• Salary:

  Competitive

• Contact:

  Eleanor Snow

• Contact email:

  [e-mail]

• Contact phone:

  [phone]

• Published:

  3 days ago

• Expiry date:

  2026-10-23

• Startdate:

  2026-09-10 00:00:00

• Consultant:

  Eleanor Snow

Personal Tax Semi Senior | Stockport |£26,000 - £32,000 DOE (+ Study Support)

Accountancy Practice recruitment specialists Clark Wood are working with a well-established and highly regarded independent firm of chartered accountants in Stockport who are looking to recruit a Personal Tax Semi Senior to join their growing Private Client Tax team.

The Role

• Preparing and submitting Self Assessment tax returns for a varied portfolio of individuals
• Assisting with the management of private client portfolios and ensuring all deadlines are met
• Preparing Capital Gains Tax calculations and supporting tax planning assignments
• Assisting with Inheritance Tax matters and estate administration where required
• Liaising directly with HMRC regarding client queries and tax matters
• Supporting senior members of the tax team with advisory projects
• Building strong and lasting relationships with private clients

About You

• Previous experience working within the Personal Tax department of a UK accountancy practice
• Experience preparing Self Assessment tax returns
• Strong attention to detail and organisational skills
• Good communication skills with the ability to build strong client relationships
• Ambitious individual looking to develop a long-term career in Private Client Tax

For more information, please contact Eleanor Snow at Clark Wood on 07375 801311 or email [e-mail]

We also offer a £500 referral bonus for any successful introductions.

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