Personal Tax Senior

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

Job summary

A leading professional services firm in Cardiff is seeking an experienced Personal Tax Senior to manage and expand a portfolio of clients. You will handle compliance tasks, including preparing and reviewing personal tax returns for high net worth individuals and trusts, while also engaging in advisory and planning activities. Ideal candidates will be CTA and/or ATT qualified with strong experience in tax compliance and planning.

Qualifications

• Qualified in CTA and/or ATT.

Responsibilities

• Preparation of tax returns for HNWIs, UHNWIs, partnerships, and trusts.
• Client portfolio management, acting as the primary contact.
• Identifying tax planning opportunities for individuals and trusts.
• Supporting tax partners with consulting work for HNWIs and trusts.

Education

CTA and/or ATT Qualified

Job description

Overview

Personal Tax Senior – Cardiff

We're seeking an experienced Personal Tax Senior or Supervisor proficient in both compliance and advisory work. This Cardiff-based role is with one of the UK's leading professional services firms.

You'll manage and expand a portfolio of clients, handling compliance tasks such as preparing and reviewing personal tax, trust, and partnership tax returns. Additionally, you'll engage in advisory and planning for private individuals, multi-generational families, and high net worth individuals, including prestigious and notable clients.

The Cardiff office is easily accessible from across South Wales, including Newport, Bridgend, Barry, and Caerphilly.

Responsibilities

• Preparation of tax returns for HNWIs, UHNWIs, partnerships, and trusts
• Client portfolio management, acting as the primary contact
• Identifying tax planning opportunities for individuals and trusts
• Supporting tax partners with consulting work for HNWIs and trusts

Qualifications

• CTA and/or ATT Qualified

How to apply

The Cardiff office is easily accessible from across South Wales, including Newport, Bridgend, Barry, and Caerphilly.

For more details, contact Richard Clark at Clark Wood - [e-mail] / 01173 291052

If this role isn't perfect for you, reach out for alternative opportunities or refer a friend to earn £500 in vouchers upon their successful placement.