Personal Tax Senior

Taxation; Leeds; Hybrid; GBP 34,000 - 42,000; Full time

Job summary

Clark Wood is partnering with a leading firm of chartered accountants in Leeds to recruit a Personal Tax Senior. You will manage a portfolio of personal tax clients, including HNWIs, company directors and sole traders, ensuring compliance work is completed accurately through the preparation and review of tax computations and returns.

The role combines compliance with advisory work and offers opportunities for tax planning.

Qualifications

• Must have strong personal tax experience within a practice environment.
• ATT qualified or CTA qualified or studying towards CTA must be in progress.
• Experience handling portfolios including HNWIs, company directors and sole traders.

Responsibilities

• Manage a portfolio of clients and act as main contact.
• Prepare and review personal tax returns.
• Provide guidance and training to junior staff where needed.
• Identify tax planning opportunities for individuals and trusts.
• Assist with tax consulting work related to HNWI and trusts when required.

Skills

Personal Tax

Portfolio management

Tax computations

Education

ATT/CTA qualification

Job description

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