Personal Tax Senior

Clark Wood; Stockport; Hybrid; GBP 35,000 - 40,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Clark Wood are recruiting an experienced Personal Tax Senior to join a respected independent Chartered Accountants practice in Stockport. This role suits a Personal Tax Senior, Semi Senior or experienced Tax Assistant seeking career progression within a supportive Private Client Tax team.

You will manage private client tax portfolios, prepare Self Assessment returns, advise on CGT, IHT, residency and other queries, and work with junior staff to deliver accurate work on HMRC deadlines.

Qualifications

• ATT qualification or qualified by experience.
• CTA qualification would be advantageous.
• Experience in UK accountancy private client tax preferred.

Responsibilities

• Manage a portfolio of private client tax affairs from compliance through advisory work.
• Prepare and review Self Assessment tax returns for individuals, directors, landlords and sole traders.
• Advise on personal tax matters including CGT, IHT, residency, and related queries.
• Review work by junior team members and provide support as needed.
• Build strong client relationships and act as a trusted contact.

Skills

Client communication

Client relationship management

Attention to detail

Education

ATT

CTA (advantageous)

Job description

Personal Tax Senior – Stockport

£35,000 - £40,000 + Excellent Benefits

Independent Chartered Accountants | Private Client Tax | Career Development Clark Wood are currently recruiting for an experienced Personal Tax Senior to join a respected independent firm of Chartered Accountants based in Stockport.

This is a fantastic opportunity for a Personal Tax Senior, Personal Tax Semi Senior or experienced Tax Assistant looking to progress their career within a supportive and established Private Client Tax team.

As a Personal Tax Senior, your responsibilities will include:

• Managing a portfolio of private client tax affairs from compliance through to advisory support.
• Preparing and reviewing Self Assessment tax returns for individuals, directors, landlords and sole traders.
• Advising on a range of personal tax matters including Capital Gains Tax, Inheritance Tax, residency and other client queries.
• Reviewing work completed by junior members of the tax team and providing support where required.
• Building strong relationships with clients and acting as a trusted point of contact.
• Assisting Managers and Partners with tax planning assignments and advisory projects.
• Ensuring all work is completed accurately and within HMRC and internal deadlines.

The successful candidate will ideally have:

• ATT qualification or be qualified by experience. CTA qualification would be advantageous.
• Previous experience working within a Personal Tax team in a UK accountancy practice.
• Strong technical knowledge of personal tax compliance.
• Experience managing a portfolio of clients and handling queries independently.
• Confidence reviewing work and supporting junior team members.
• Excellent communication skills with a professional and client-focused approach.

What's On Offer

• Salary of £35,000 - £40,000 depending on experience.
• Flexible and hybrid working options.
• Ongoing training and CPD support.
• Clear progression opportunities within the tax team.
• Supportive and friendly working environment.
• Opportunity to work with a varied and interesting private client portfolio.

This is an excellent opportunity for a Personal Tax Senior, Personal Tax Semi Senior or experienced Tax Assistant looking to join a highly regarded independent accountancy practice in Stockport.