Personal Tax Senior

Clark Wood - Tax Recruitment; Droitwich Spa; On-site; GBP 80,000 - 100,000; Full time

Job summary

A reputable accountancy firm in Droitwich Spa is seeking an experienced Personal Tax Senior to manage a portfolio of high-net-worth clients. This role offers genuine career progression within a supportive environment, with responsibilities including tax return preparation and client relationship management. Ideal candidates will have experience with personal taxation and strong communication skills. Apply now for this exciting opportunity.

Benefits

Flexible working environment

Competitive salary package

Great staff retention and culture

Qualifications

• Experience in private client and personal tax roles, ideally with HNWIs and UHNWIs.
• Proven track record in managing a portfolio of clients.
• Strong communication skills for client interactions.

Responsibilities

• Manage a portfolio of high-net-worth individuals.
• Prepare and review personal self-assessment tax returns.
• Support senior management with tax planning.

Skills

Client relationship management

Tax planning

Preparation of self-assessment tax returns

Knowledge of HMRC regulations

Job description

Are you an experienced Private Client and Personal Tax professional looking for a role offering genuine career progression?

Situated in Droitwich, Worcestershire, this well-respected accountancy firm are currently recruiting for a strong Personal Tax Senior, Personal Tax Supervisor or even Personal Tax Semi Senior to join the team.

The firm have a growing private client base driven by good marketing work and a high number of referrals.

The successful applicant will be responsible for a portfolio of HNWIs & UHNWIs and will report into the Tax Manager and Partner.

You will be completing the preparation of and reviewing personal self-assessment tax returns and associated accounts and claims.

You will be supporting senior managers and Directors with tax planning for high-net-worth individuals, managing your own portfolio of clients requiring relationship building. Dealing with HMRC enquiries, penalty notices etc.

In return you will rewarded with an excellent package as well as a flexible and accommodating working environment. The firm have excellent staff retention and promote a healthy culture, underlying their success and reputation as a great place to work.

Should you be based in the Worcestershire area and keen on a new role within Personal Tax then please apply below!

For further information on this role please contact Will Langdon at Clark Wood – [e-mail] / 07920 557121

If this specific vacancy is not quite what you are looking for please contact us to investigate alternatives; you can send your CV to this job or contact us directly. Refer a friend or colleague to us and receive a minimum of £200 in vouchers if we assist them in securing a permanent role