Personal Tax Senior

Clark Wood; Leeds; On-site; GBP 34,000 - 42,000; Full time

Job summary

Clark Wood in Leeds is seeking a Personal Tax Senior to join a leading firm of chartered accountants. The role covers a mixed compliance and advisory remit, managing a portfolio of personal tax clients including HNWIs, company directors and sole traders.

You will prepare and review personal tax computations and returns, and provide tax planning guidance. ATT qualified or CTA progress preferred; study toward CTA welcomed.

Qualifications

• Experience managing a portfolio of personal tax clients.
• Strong knowledge of personal tax computations and returns.

Responsibilities

• Managing a portfolio of clients, acting as main contact.
• Preparation and review of personal tax returns.
• Providing guidance and training to junior staff.
• Identifying tax planning opportunities for individuals and trusts.
• Involvement in tax consulting for HNWIs and trusts when required.

Education

ATT/CTA qualification (QBE considered)

Job description

• Location
• Leeds
• Sector:
• Tax , Personal Tax
• Contract Type:
• Permanent
• Salary:
• £34000 - £42000 per annum
• Contact:
• Curtis Reid
• Contact email:
• [e-mail]
• Contact phone:
• [phone]
• Published:
• 9 months ago
• Expiry date:
• 2026-10-30
• Startdate:
• 2026-09-17 00:00:00
• Consultant:
• Curtis Reid

Personal Tax Senior

Leeds

Circa £34,000 - £42,000 (Dependent on experience)

Accountancy Practice and Tax recruitment specialists Clark Wood are currently working with a leading firm of chartered accountants as they look to add a Personal Tax Senior to their team in Leeds.

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, you will be involved with the provision of tax planning advice. The ideal candidate may be ATT qualified or at the latter stages, CTA qualified or may be studying towards the CTA at present and will have a wealth of experience in Personal Tax work.

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

Duties & Responsibilities:

• Managing a portfolio of clients, acting as the main point of contact
• Preparation and review of personal tax returns
• Providing guidance, training and support to junior staff
• Identifying tax planning opportunities for individuals and trusts
• Assisting with tax consulting work relevant to HNWI and trusts when required

Skills:

• ATT Qualified / CTA Part or Fully Qualified (QBE will also be considered)
• Strong Personal Tax experience within a practice environment