Personal Tax Senior

Clark Wood - Tax Recruitment; Harrogate; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading regional firm of Chartered Accountants in Harrogate is seeking a Personal Tax Senior to manage a portfolio of ultra-high net worth clients. This role involves compliance administration, assisting with planning projects, and reviewing junior members’ returns. The ideal candidate will be ATT Qualified or Part CTA Qualified, with significant personal tax experience. This is an excellent opportunity for professional development within a talented team.

Qualifications

• Excellent grounding of personal tax experience.
• Experience interacting with ultra-high net worth clients.
• Familiarity with compliance and planning projects.

Responsibilities

• Manage a portfolio of ultra-high net worth private clients.
• Handle compliance and assist with planning projects.
• Review straightforward returns prepared by junior team members.

Skills

Personal tax experience

Client interaction

Team collaboration

Education

ATT Qualified or Part CTA Qualified

Job description

Tax Specialists Clark Wood are working with a leading regional firm of Chartered Accountants in Harrogate who due to internal growth are actively seeking the addition of a Personal Tax Senior to join their private client team.

As a personal tax semi senior/ personal tax senior you will be part of a team responsible for their own portfolio of ultra-high net worth private clients which will include being involved in the day-to-day administration of the portfolio including all aspects of compliance and assisting with planning projects.

The review of straightforward returns prepared by junior members of the team may also be applicable.

The opportunity will also arise to get involved in various tax planning and advisory projects.

This is a great opportunity to join a very talented team and developing your skills with two dedicated Private Client Partners, a Director and expanding the team, servicing exciting and interesting clients who you will directly interact with.

The successful candidate will ideally be ATT Qualified or Part CTA Qualified with an excellent grounding of personal tax experience.

Should you be based in Harrogate or the local Yorkshire area and looking for a new Personal Tax opportunity then please contact Will Langdon at Clark Wood to discuss further - [e-mail] / 07920 557121