Personal Tax Senior

Clark Wood - Tax Recruitment; Hempstalls; On-site; GBP 40,000 - 50,000; Full time

Job summary

A chartered accountancy firm in Stoke is seeking a Personal Tax Senior to manage a portfolio of personal tax clients, including HNWIs and company directors. The ideal candidate will be qualified or nearly qualified in CTA and have experience in personal tax. This role provides opportunities for career development and the chance to support management in advisory services.

Qualifications

• Experience in a Personal Tax or Mixed Tax role.
• Ability to manage a portfolio of personal tax clients.
• Experience with HNWIs, company directors, and sole traders.

Responsibilities

• Manage the portfolio of personal tax clients.
• Ensure compliance work is completed accurately and efficiently.
• Support Managers and Partners with advisory services.

Skills

Qualified or nearly qualified CTA

Experienced in personal tax and capital allowances

Tax advisory experience

Experience of corporate restructuring

Experience of software for self-assessment returns

Education

ATT/CTA/ACCA Qualified

Tools

Iris personal tax software

Job description

Personal Tax Senior
Stoke
£Up to £50,000

Accountancy Practice and Tax recruitment specialists Clark Wood are currently working on behalf of a highly reputable and expanding firm of chartered accountants in Stoke who are looking to add a Personal Tax Senior to their team.

The role will involve managing a portfolio of personal tax clients including HNWIs, company directors and sole traders for whom you will be responsible for ensuring that all compliance work is completed accurately and efficiently through the preparation and review of personal tax computations and returns.

As well as the day to day compliance work for your clients, there will be scope for you to provide support to Mangers and Partners with the provision of advisory services to clients.

The ideal candidate will have experience of working in a Personal Tax or Mixed Tax role and may be ATT/CTA/ACCA Qualified.

This is a fantastic opportunity for the successful individual to join a well-regarded and forward-thinking firm in Stoke as a Personal Tax Senior where there will be genuine scope for career development.

Skills:

Qualified or nearly qualified CTA

Experienced in personal tax and capital allowances for sole traders and partnerships.

Tax advisory experience essential – owner managed businesses and families covering IHT, CGT, Income Tax and Company Tax issues desirable.

Experience of corporate restructuring desirable

Experience of software to complete self-assessment returns essential.

Experience of Iris personal tax and suite of software preferred but not essential.

For further information on this role please contact Richard Clark at Clark Wood - [e-mail] / Mobile: [phone]