Personal Tax Senior

Michael Page (UK); Exeter; Hybrid; GBP 30,000 - 35,000; Full time

Job summary

A leading accountancy firm based in Exeter is seeking a Personal Tax Senior to join their tax department. The role involves managing personal tax compliance for high net worth individuals, directors, and various personal tax clients. Ideal candidates will be qualified or studying towards ATT, CTA, AAT, ACA, or ACCA. The firm supports hybrid working, offering competitive salaries and benefits. This role provides excellent career development opportunities in personal tax.

Benefits

Hybrid working

Flexible hours

Competitive salary and benefits

Qualifications

• Studying or qualified in ATT, CTA, AAT, ACA, or ACCA.
• Specialization in personal tax compliance or accounts in an accountancy firm.
• Experience at Personal Tax Assistant/Senior levels preferred.

Responsibilities

• Deliver personal tax compliance for a range of clients.
• Build relationships and provide tax advice to HNWIs and other clients.
• Manage client portfolio and engage in tax planning services.

Skills

Personal Tax Compliance

Tax Planning

Client Relationship Management

Education

ATT/CTA/AAT/ACA/ACCA

Job description

• Personal Tax Senior to join a successful Exeter accountancy practice
• Tax compliance & tax planning for a wide ranging and interesting client base.

About Our Client

Based in Exeter this highly regarded and successful accountancy firm is looking to bolster its tax department. The firm has a long serving, highly experienced team and tax department acting for wide ranging clients providing a personal tax compliance and planning service. The firm offers hybrid working, flexible hours highly competitive benefits and salary packages with support on offer for those pursuing qualifications.

Job Description

Joining as a Personal Tax Senior based from the firms Exeter offices you will focus on delivering personal tax compliance to wide ranging HNWIs, directors, property investors/landlords, trusts, partnerships and other wide ranging personal tax clients, Over time as you develop within the firm and role there will be increasing client contact / portfolio management responsibility and scope for involvement in delivering wider tax planning services . You will build relationships with clients and look to advise and deliver on tax advice and wider project work, working with the wider management and partner team. The role and firm provides an excellent opportunity for you to develop your personal tax career.

The Successful Applicant

For this Personal Tax Senior role you are likely studying, or qualified across any of - ATT/ CTA / AAT / ACA / ACCA and you will have either specialised entirely within a personal tax career so far to around the Personal Tax Assistant / Senior levels, or you may have a more generalist, all around accounts and tax background, developed within an accountancy practice firm background and be looking to specialise your career in tax moving forward.

What's on Offer

£30,000 - £35,000 dependent on the experience and background of the right professional plus benefits. Please apply on line and for a further confidential discussion to find out more please contact Mark Bailey on 01179 271452