Personal Tax Senior

Clark Wood; Stockport; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading independent accounting firm in Stockport is seeking an experienced Personal Tax Senior to manage a portfolio of personal tax clients including high-net-worth individuals. Responsibilities include preparing tax returns and providing advisory services, along with opportunities for professional development in a supportive environment. Flexible working options are available.

Benefits

Clear progression opportunities

Supportive working environment

Ongoing training and CPD support

Qualifications

• Experience in preparing self-assessment tax returns for personal tax clients.
• Ability to handle queries related to capital gains tax and inheritance tax.
• Experience in reviewing work of junior team members.

Responsibilities

• Manage a varied portfolio of private clients including high-net-worth individuals.
• Deliver high-quality compliance work related to personal tax.
• Assist with tax planning and advisory projects.

Skills

Personal tax compliance

Communication skills

Client relationship management

Attention to detail

Education

ATT Qualified or qualified by experience

Job description

Clark Wood is currently working with a highly regarded independent firm of chartered accountants based in Stockport, who are seeking a confident and experienced Personal Tax Senior to join their thriving tax team.

This is an excellent opportunity for a personal tax specialist looking to take on more responsibility within a well-established and supportive firm that values professional development and client service.

Role Overview:

As a Personal Tax Senior, you will manage a varied portfolio of private clients, including high-net-worth individuals, sole traders, landlords, and company directors. You'll be responsible for delivering high-quality compliance work while also getting involved in advisory and planning projects as your experience allows.

Key Responsibilities:

Preparation and review of self-assessment tax returns for a range of personal tax clients

Handling queries relating to capital gains tax, inheritance tax, residency, and other personal tax matters

Reviewing work prepared by junior team members and supporting their development

Building and maintaining strong relationships with clients, offering excellent service and advice

Assisting senior managers and partners with tax planning and advisory projects

Ensuring all work is completed accurately and in line with internal deadlines and HMRC requirements

Candidate Profile:

ATT Qualified or qualified by experience; CTA qualification would be a bonus but is not essential

Strong background in personal tax compliance, ideally within a UK practice environment

Excellent communication and client-facing skills

Confident in managing your own portfolio and reviewing others’ work

A proactive and detail-oriented approach

What’s on Offer:

Clear progression opportunities within the tax team

Supportive and friendly working environment

Flexible working options, including hybrid working

Ongoing training and CPD support

Apply Now:

If you’re an experienced personal tax professional based in or near Stockport, and looking to take the next step in your career with a dynamic and supportive firm, contact Will Langdon at Clark Wood today for a confidential discussion.