Personal Tax Senior

Clark Wood - Tax Recruitment; Bath; On-site; GBP 34,000 - 40,000; Full time

Benefits offered by this job

Annual salary review

Flexible working

25 days holiday + bank holidays

CPD support

Personal Pension

Birthday day off

Life Assurance (4x Salary)

EAP app benefits

Cycle to work scheme

£500 referral bonus

Job summary

Clark Wood - Tax Recruitment seeks a Personal Tax Senior in Bath to manage a portfolio of personal tax clients and oversee tax computations and returns. You will identify planning opportunities for individuals and trusts while supporting junior team members and assisting Partners with advisory work.

The role offers a friendly Bath team, excellent CPD, and a structured career path within a reputable independent practice.

Qualifications

• ATT part-qualified or qualified; CTA studying.
• Qualified-by-experience candidates considered.
• Strong Personal Tax experience in an accountancy practice with good technical knowledge.

Responsibilities

• Manage a portfolio of personal tax clients.
• Prepare and review personal tax computations and returns.
• Identify tax planning opportunities for individuals and trusts.
• Provide guidance and training to junior team members.
• Assist Partners with tax advisory work, particularly for HNWIs and trusts.
• Build strong relationships with clients.

Skills

Strong communication

Client relationships

Tax knowledge

Education

ATT/CTA study

Job description

Personal Tax Senior | Bath | £34,000 - £40,000 DOE

Accountancy Practice recruitment specialists Clark Wood are working with a reputable and well-established independent firm of chartered accountants in Bath who are looking to add a Personal Tax Senior to their growing team.

The Role:

• Managing a portfolio of personal tax clients, acting as a key point of contact
• Preparing and reviewing personal tax computations and returns
• Managing compliance work accurately and efficiently
• Identifying tax planning opportunities for individuals and trusts
• Providing guidance, training and support to junior members of the team
• Assisting Partners with tax advisory and consulting work, particularly in relation to HNWIs and trusts
• Building strong and trusted relationships with clients

About You:

• ATT part-qaulified or qualified, or studying towards CTA
• Qualified-by-experience candidates will also be considered
• Strong previous Personal Tax experience within an accountancy practice
• Good technical knowledge of personal taxation
• Strong communication and client relationship skills
• Ambitious individual looking to develop their career within a reputable independent practice

Benefits:

• Annual salary review
• Flexible working
• 25 days holiday plus bank holidays
• Hours 37.5 per week full time
• CPD support
• Personal Pension
• Join a busy and friendly team in the heart of Bath
• Birthday day off
• Life Assurance (4x Salary)
• EAP app benefits
• Cycle to work scheme
• £500 referral bonus for successful introductions.

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