Personal Tax Senior

Clark Wood - Tax Recruitment; Leeds; On-site; GBP 40,000 - 60,000; Full time

Job summary

A professional services company in Leeds is seeking an experienced Personal Tax Senior to manage and grow a portfolio of clients. The role involves preparation of personal tax returns and advisory work for high-net-worth individuals. Ideal candidates will be CTA or ATT qualified, bringing expertise in compliance and tax planning. This is an excellent opportunity to engage with prestigious clients in a dynamic environment.

Qualifications

• Experience in personal tax, trust, and partnership tax returns.
• Ability to manage a portfolio of clients effectively.
• Strong understanding of tax planning for individuals and trusts.

Responsibilities

• Preparing tax returns for high-net-worth individuals.
• Managing client relationships as the main contact.
• Identifying tax planning strategies for clients.

Skills

Compliance and advisory work

Client portfolio management

Tax planning opportunities

Education

CTA or ATT Qualified

Job description

Overview

Personal Tax Senior – Leeds

We’re looking to speak with an experienced Personal Tax Senior or Assistant Manager who has experience of both compliance and advisory work. This Central Leeds role is with one of the region's most respected professional services companies. This is a fantastic chance to get some varied advisory exposure with some very interesting clients.

The role will involve managing and growing a portfolio of clients for whom you will be responsible for undertaking both compliance work, in the shape of preparation and review of personal tax, trust and partnership tax returns, as well as having involvement in advisory and planning work for a range of clients including private individuals, multi-generational families and very high net worth individuals.

This role will provide the chance to get involved in some high-level advisory work for some very interesting, prestigious & famous clients.

The ideal candidate will be CTA &/or ATT Qualified.

The local Leeds office is commutable from areas all across Yorkshire such as: Sheffield, York, Bradford, Harrogate, Wakefield, Keighley, Huddersfield, Bedford etc.

Duties & Responsibilities

• Preparing tax returns for HNWI, UHNWIs; Preparation of partnership tax returns and trusts
• Managing a portfolio of clients, acting as the main point of contact
• Identifying tax planning opportunities for individuals and trusts
• Assisting a tax partner with tax consulting work relevant to HNWI and trusts

Contact

For further information on this role please contact Richard Clark at Clark Wood - [e-mail] / 01173 291052

Note

If this specific vacancy is not quite what you are looking for please contact us to investigate alternatives; you can send your CV to this job or contact us directly. Refer a friend or colleague to us and receive a minimum of £500 in vouchers if we assist them in securing a permanent role