Personal Tax Senior

Clark Wood - Tax Recruitment; Poole; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A reputable firm of Chartered Accountants in Poole is seeking a Personal Tax Senior to manage a portfolio of clients and support partners on advisory projects. The ideal candidate will be ATT or CTA qualified with a background in personal tax compliance and experience in client work. Benefits include home working, flexible time, and 25 days holiday.

Benefits

Home working

Flexi Time

25 Days Holiday

Qualifications

• Experience of undertaking Private Client work within a practice environment.
• Experience in both personal and corporate tax work is desirable.
• Exposure to advisory and planning work, though not essential.

Responsibilities

• Manage a portfolio of Private Client/Personal Tax clients and provide tax compliance services.
• Provide ad-hoc support to partners on advisory based projects.
• Gain exposure to advisory and consultancy work as part of the role.

Skills

Client management skills

Tax compliance knowledge

Advisory experience

Education

ATT Qualified or CTA Qualified or Part Qualified

Job description

Overview

Our client are a successful firm of Chartered Accountants in Poole who are currently recruiting for a Personal Tax Senior to join the firm.

The successful candidate will be responsible for their own portfolio of Private Client/ Personal tax clients, whilst also providing ad-hoc support to the partners on interesting advisory based projects.

The role will primarily consist of providing tax compliance services to an interesting mix of clients and gaining greater exposure to advisory and consultancy work.

Responsibilities

• Manage a portfolio of Private Client/Personal Tax clients and provide tax compliance services.
• Provide ad-hoc support to partners on advisory based projects.
• Gain exposure to advisory and consultancy work as part of the role.

Qualifications

• Ideal: ATT Qualified or CTA Qualified or Part Qualified.
• Experience of undertaking Private Client work within a practice environment.
• Experience in both personal and corporate tax work is desirable.
• Ideally some exposure to advisory and planning work, though not essential.

Benefits

Home working / Flexi Time & 25 Days Holiday are just some of the benefits within the firm.

How to apply

Should you be working in Personal Tax at the moment and keen on a new role in the Poole area then please apply below!

For further information on this role please contact Will Langdon at Clark Wood - [e-mail] / 07920 557121