Personal Tax Senior

Clark Wood; Cardiff; On-site; GBP 40,000 - 60,000; Full time

Job summary

An established industry player is seeking a Personal Tax Senior to join their dynamic team in Cardiff. This role offers the opportunity to manage a diverse portfolio of personal tax clients, including high-net-worth individuals and company directors. You will be responsible for ensuring compliance through the preparation and review of tax returns, while also providing valuable tax planning advice. The firm prides itself on fostering career development in a supportive environment, making this a fantastic opportunity for those looking to advance their careers in a reputable firm. If you have a strong background in personal tax and are either ATT or CTA qualified, this role could be your next big step.

Qualifications

• Experience in managing personal tax clients and compliance work.
• Qualified or studying towards ATT or CTA with strong tax knowledge.

Responsibilities

• Manage a portfolio of personal tax clients, ensuring compliance.
• Prepare and review personal tax returns and provide tax planning advice.

Skills

Personal Tax Experience

ATT Qualified

CTA Qualified

Education

ATT Qualification

CTA Qualification

Job description

Clark Wood is a specialist Recruitment Consultancy operating throughout the United Kingdom within the Public Practice Accountancy & Tax sectors. Our core client base consists of Accountancy Practices ranging from Big 4, Top 10 & Mid-Tier firms through to independent regional firms and sole traders.

Accountancy Practice and Tax recruitment specialists Clark Wood are currently working with a leading regional firm of accountants in Cardiff as they look to add a Personal Tax Senior to their team.

Based on the outskirts of Cardiff with full parking available, the role will involve managing a portfolio of personal tax clients including HNWIs, company directors and sole traders for whom you will be responsible for ensuring that all compliance work is completed accurately and efficiently through the preparation and review of personal tax computations and returns.

As well as the day-to-day compliance work for your clients, you will be involved with the provision of tax planning advice.

The ideal candidate may be ATT qualified, CTA qualified or may be studying towards the CTA at present and will have a wealth of experience in Personal Tax work.

This is a fantastic opportunity for the successful individual to join a well-regarded and forward-thinking firm in Cardiff as a Personal Tax Senior in a mixed compliance and advisory role, where there will be genuine scope for career development.

Duties & Responsibilities:

1. Managing a portfolio of clients, acting as the main point of contact
2. Preparation and review of personal tax returns
3. Providing guidance, training and support to junior staff
4. Identifying tax planning opportunities for individuals and trusts
5. Assisting the partners with tax consulting work relevant to HNWI and trusts when required

Skills:

1. ATT Qualified / CTA Part or Fully Qualified
2. Strong Personal Tax experience within a practice environment