Personal Tax Semi-Senior - Client Advisory & Planning

Clark Wood - Tax Recruitment; St Albans; On-site; GBP 43,000 - 62,000; Full time

Benefits offered by this job

Referral bonus (£500)

Job summary

Clark Wood - Tax Recruitment is seeking a Personal Tax Senior in the UK to manage a diverse portfolio and deliver a high standard of client service. You will handle Self-Assessment returns for individuals, directors, and business owners, and contribute to advisory projects, including IHT and trusts, while liaising with clients and HMRC.

We value ATT or CTA qualification, strong communication skills, and a collaborative approach.

Qualifications

• Strong organisational skills with great attention to detail.
• Collaborative team player with excellent communication and interpersonal skills.
• Experience delivering high-quality client service in a tax practice environment.

Responsibilities

• Prepare and review Self-Assessment tax returns for individuals, directors, and business owners.
• Involvement in tax planning and advisory projects including IHT, trusts, and private client planning.
• Build strong relationships by liaising directly with clients and HMRC.
• Manage your own diverse portfolio and deliver a high standard of client service.
• Support and mentor junior team members to help them develop as tax professionals.

Skills

Organisational skills

Collaborative

Communication

Education

ATT or CTA qualified

Job description

Clark Wood - Tax Recruitment is seeking a Personal Tax Senior in the UK to manage a diverse portfolio and deliver a high standard of client service. You will handle Self-Assessment returns for individuals, directors, and business owners, and contribute to advisory projects, including IHT and trusts, while liaising with clients and HMRC.

We value ATT or CTA qualification, strong communication skills, and a collaborative approach.