Personal Tax Senior

Clark Wood; St Albans; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading tax firm is seeking a Personal Tax Senior to join their established team in St Albans. The role involves preparing tax returns, assisting with tax planning, and managing client relationships. Ideal candidates will be ATT or CTA qualified, with strong organisational skills and a background in personal tax. This position offers a rewarding environment with opportunities for career growth and a bonus for referrals.

Benefits

Referral bonus of £500

Qualifications

• Qualified in ATT or CTA or part-qualified with relevant experience.
• Solid background in personal tax within a practice setting.
• Strong organisational and interpersonal skills.

Responsibilities

• Preparing and reviewing self-assessment tax returns.
• Assisting with tax planning and advisory projects.
• Managing your own portfolio and ensuring high client service.

Skills

Organisational skills

Attention to detail

Interpersonal skills

Education

ATT or CTA qualified

Part-qualified with significant experience

Job description

Job Title: Personal Tax Senior

We are seeking a skilled Personal Tax Senior to join a well-established tax team in St Albans. This role offers variety and rewards, ideal for a motivated individual who enjoys both compliance and advisory work within the private client sector.

Key Responsibilities:

1. Preparing and reviewing self-assessment tax returns for individuals, directors, and business owners
2. Assisting with tax planning and advisory projects, including inheritance tax and trusts
3. Liaising directly with clients and HMRC
4. Managing your own portfolio and ensuring high levels of client service
5. Supporting junior team members and contributing to their training

Requirements:

• ATT or CTA qualified (or part-qualified with significant experience)
• Solid background in personal tax within a practice setting
• Strong organisational skills and attention to detail
• A team player with excellent interpersonal skills

Additional Information:

For further details about this role, please contact David Elliot at Clark Wood via email at [e-mail] or by phone at 01173 291058 / 07538 908463.

If this vacancy isn't quite what you're looking for, feel free to send your CV for consideration or contact us directly to explore other opportunities. Refer a friend or colleague, and receive a minimum of £500 in vouchers if we successfully assist them in securing a permanent role.