Personal Tax Senior

Clark Wood - Tax Recruitment; Ely; On-site; GBP 35,000 - 40,000; Full time

Job summary

An established industry player in Ely is seeking a Personal Tax Senior to join their dynamic team. This role is ideal for an experienced professional with a robust background in tax compliance, particularly for personal tax clients and trusts. You will manage compliance issues, work closely with partners on capital gains and inheritance tax advice, and ensure all deadlines are met. The firm offers a competitive salary, generous holiday allowance, and hybrid working options to enhance work-life balance, along with a clear path for career progression into management. If you are passionate about tax and eager to make a meaningful impact, this opportunity is perfect for you.

Benefits

Generous Holiday Allowance

Hybrid Working

Career Progression Opportunities

Qualifications

• Strong background in tax compliance, especially for personal tax clients.
• Experience with trusts and complex tax matters is essential.

Responsibilities

• Manage compliance issues and ensure all deadlines are met.
• Provide Capital Gains Tax advice and handle Inheritance Tax matters.

Skills

Tax Compliance

Excellent Communication Skills

Attention to Detail

Self-Motivated

Education

Recognised Taxation Qualification (ATT or QBE)

Aspiring towards CTA Qualification

Job description

Tax Senior
Ely
£35,000 - £40,000

Clark Wood are delighted to be partnering with a leading firm of accountants in Ely who are actively looking for a Personal Tax Senior to join them.

This role is perfect for an experienced professional with a strong background in tax compliance, particularly for personal tax clients, including those with trust experience.

Key Responsibilities:

Manage compliance issues for the region, ensuring all deadlines are met.
Work closely with Partners on:
Capital Gains Tax advice.
CGT on UK property returns.
Inheritance Tax matters.
Trusts, including registration services and IHT aspects.
Statutory Residence Test reviews and tax returns for non-resident individuals.

Ideal Candidate:

Qualifications: Recognised taxation qualification (ATT or QBE); aspiring towards CTA qualification is a plus.
Experience: Relevant experience in tax compliance, particularly with trusts.
Skills: Excellent communication skills, both written and verbal, with the ability to explain complex tax matters clearly to clients.
Attributes: Self-motivated, detail-oriented, and able to work effectively under pressure, both independently and as part of a team.

What they can offer:

Competitive salary
Generous holiday allowance
Hybrid working to improve work life balance
Clear platform to progress into Management

If you are based in Ely or Cambridgeshire and excited about the Personal Tax Senior role, please contact Jack Wyatt at Clark Wood for more information: [e-mail] / 07880 255933

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