Personal Tax Senior

Clark Wood - Accountancy Practice & Tax Recruitment; Rushwick; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Career progression

Benefits package

Flexible working

Job summary

Clark Wood - Accountancy Practice & Tax Recruitment in Worcestershire seeks a Personal Tax Senior/ Supervisor/ Semi Senior to join a growing Private Client team in Worcester. You will manage a portfolio of private clients, prepare Self-Assessment tax returns and assist with tax planning for high-net-worth individuals.

The role offers genuine career progression, a supportive environment, and a strong client base with opportunities across the region.

Qualifications

• Experience handling private client tax affairs.
• Proficient in Self-Assessment tax returns and related computations.
• Ability to assist with tax planning for high-net-worth individuals.
• Experience supporting managers and partners on complex client work.

Responsibilities

• Managing your own portfolio of private clients.
• Preparing and reviewing Self-Assessment tax returns.
• Preparing associated accounts, claims and supporting tax computations.
• Assisting with tax planning for high-net-worth individuals.
• Supporting Tax Managers and Partners on more complex client work.
• Dealing with HMRC enquiries and general correspondence.
• Building strong, long-term relationships with clients.

Skills

Portfolio management

Self-Assessment

Tax planning

Tax computations

HMRC enquiries

Client relationships

Job description

Personal Tax Senior / Supervisor / Semi Senior - Worcester
Are you working in Personal Tax and looking for a role where you can develop your career within a growing Private Client team?

A well-established and highly regarded accountancy firm in Droitwich, Worcestershire is looking to recruit a Personal Tax Senior, Supervisor or Semi Senior to join its expanding team.

The firm has a growing portfolio of HNWIs and UHNWIs, with continued growth coming through strong referrals and marketing activity. This is an excellent opportunity for someone looking to build their experience within a genuine Private Client environment.
The role will involve:

• Managing your own portfolio of private clients
• Preparing and reviewing Self-Assessment tax returns
• Preparing associated accounts, claims and supporting tax computations
• Assisting with tax planning for high-net-worth individuals
• Supporting Tax Managers and Partners on more complex client work
• Dealing with HMRC enquiries, penalty notices and general correspondence
• Building strong, long-term relationships with clients

The firm offers genuine career progression, an excellent benefits package and a flexible, supportive working environment. With strong staff retention and a positive culture, this is a firm that has built an excellent reputation as a great place to work.

If you are based in Worcestershire and are considering your next move within Personal Tax / Private Client, I would be keen to hear from you.
For further information, please contact Will Langdon at Clark Wood:

If this particular opportunity isn't quite right, feel free to get in touch anyway. We have a range of Personal Tax and Private Client opportunities across the region.
Refer a friend or colleague and receive a minimum of £500 in vouchers if we assist them in securing a permanent role.