Personal Tax Senior

Clark Wood - Tax Recruitment; Liverpool City Region; On-site; GBP 32,000 - 38,000; Full time

Job summary

An established industry player in the accountancy sector is seeking a Personal Tax Senior to join their dynamic team in Liverpool. This role offers an exciting opportunity to manage a diverse portfolio of personal tax clients, including high-net-worth individuals and company directors. You will be responsible for ensuring compliance through accurate preparation and review of tax returns while also providing valuable tax planning advice. With genuine career development prospects in a supportive environment, this position is ideal for those looking to advance their career in personal tax within a forward-thinking firm.

Qualifications

• ATT or CTA qualification is essential for this role.
• Experience in personal tax within a practice environment is crucial.

Responsibilities

• Manage a portfolio of personal tax clients and ensure compliance.
• Prepare and review personal tax returns and provide tax planning advice.

Skills

ATT Qualified

CTA Part or Fully Qualified

Strong Personal Tax experience

Job description

Clark Wood is a specialist Recruitment Consultancy operating throughout the United Kingdom within the Public Practice Accountancy & Tax sectors. Our core client base consists of Accountancy Practices ranging from Big 4, Top 10 & Mid-Tier firms through to independent regional firms and sole traders.

Position: Personal Tax Senior
Location: Liverpool
Salary: Circa £32,000 - £38,000 (Dependent on experience)

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

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.

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

Duties & Responsibilities:

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

Skills:

1. ATT Qualified / CTA Part or Fully Qualified
2. Strong Personal Tax experience within a practice environment

For more information, contact Curtis Reid at Clark Wood on 07825 278 674 or email [e-mail].