Personal Tax Senior

Clark Wood; Wakefield; On-site; GBP 35,000 - 42,000; Full time

Job summary

A leading firm of chartered accountants in Wakefield is seeking a dedicated Personal Tax Senior. The role involves managing a diverse portfolio of personal tax clients while ensuring compliance and delivering tax planning advice. This position offers genuine career advancement opportunities in a forward-thinking environment.

Benefits

Career advancement opportunities

Referrals rewarded with vouchers

Qualifications

• Strong background in Personal Tax within a practice environment.
• Qualified persons (ATT/CTA/ACCA) or equivalent experience required.
• Experience with high net worth individuals and trusts is preferred.

Responsibilities

• Managing a portfolio of personal tax clients as the primary contact.
• Preparation and review of personal tax returns for compliance.
• Providing guidance and support to junior staff.

Skills

Personal Tax

Tax Planning

Client Management

Education

Qualified (ATT/CTA/ACCA) or equivalent

Job description

Personal Tax Senior
Wakefield
£35,000 - £42,000 (Dependent on experience)

Clark Wood, specialists in accountancy practice and tax recruitment, are representing a reputable and expanding firm of chartered accountants in Wakefield. They are seeking a dedicated Personal Tax Senior to join their team.

The role involves managing a diverse portfolio of personal tax clients, including high net worth individuals (HNWIs), company directors, and sole traders. You will ensure all compliance work is executed accurately and efficiently by preparing and reviewing personal tax computations and returns. Additionally, you will contribute to servicing complex clients and assist partners in delivering tax planning advice.

Key Responsibilities:

Managing a portfolio of clients as the primary point of contact

Preparation and review of personal tax returns

Providing guidance, training, and support to junior staff

Identifying tax planning opportunities for individuals and trusts

Assisting partners with tax consulting relevant to HNWI and trusts when needed

Skills and Experience:

Qualified (ATT/CTA/ACCA) or equivalent experience

Strong background in Personal Tax within a practice environment

This is an exceptional opportunity for an ambitious individual to join a forward-thinking firm in Wakefield offering genuine prospects for career advancement.

For more details about this role, please contact Jack Wyatt at Clark Wood - [e-mail] / 07880 255933.

If this position doesn't quite match your preferences, feel free to get in touch to explore other opportunities. You can submit your CV directly or reach out to us for further discussions. Refer a friend or colleague to us, and upon their successful placement in a permanent role, receive a minimum of £200 in vouchers as our gratitude.