Personal Tax Senior Advisor

Michael Page (UK); Wellington; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A firm of accountants in Wellington is hiring a Personal Tax Senior Advisor to manage a diverse portfolio of personal tax cases. The ideal candidate will be CTA qualified or studying for ACA/ACCA, with a background in personal tax. Responsibilities include team support, compliance services, and delivering strategic tax planning across various client needs. This role offers a salary range of £30,000 - £50,000, depending on experience, and the chance for professional growth within a supportive environment.

Qualifications

• CTA qualified or studying, ATT/ACA/ACCA qualified.
• Experience in personal tax within accountancy or specialist tax firms.
• Development in Top Tier, Top Ten, or larger regional independent firms.

Responsibilities

• Manage a wide range of personal tax cases.
• Support team development and review of their work.
• Deliver tax planning services across IHT, CGT, and succession.

Skills

Personal tax knowledge

Client management

Tax planning

Education

CTA/ ATT/ ACA/ ACCA qualification

Job description

• Personal Tax Senior Advisor to join a Wellington based firm of accountants
• Increasing planning/advisory delivery and career progression on offer

About Our Client

Based in Wellington the firm has an excellent reputation both regionally and further afield. The firm has a very good reputation acting for clients related to the rural/farming sectors with complex estates and HNWIs and families with IHT, succession/family /trust planning requirements. Part time, flexible working hours can be explored equally alongside the right professionals looking for a full time opportunity. Along with mix of home to office, hybrid working

Job Description

Joining as Personal Tax Senior Advisor based from the firms Wellington offices, whilst you will manage a wide ranging portfolio of personal tax cases and manage the wider team reviewing their work and supporting their development providing a quality compliance service, a significant proportion and focus of your role will be delivering wide ranging tax planning services to the firms clients across IHT, CGT, succession/family and trust planning as a few examples . The role provides an ideal opportunity for the right professional looking to looking to further their career in personal tax within a superb team and firm of accountants

The Successful Applicant

The firm is very interested to consider a range of experience and background to fit for this role so you may be either CTA qualified or studying and/or, ATT/ACA/ACCA qualified and you will have either developed a focused personal tax career within accountancy practice/ specialist tax firm. Your experience will have been developed in any mix of Top Tier, Top Ten, 50, larger regional independent firm background, or specialist tax firm and you will be operating around the Personal Tax Senior Advisor levels. You will be seeking a career move with progression and chance to carve a career within a growing, highly successful firm of accountants.

What's on Offer

Range from £30,000 - £50,000 + dependent on experience and background and level of the right professional, negotiable with benefits. Please apply online and for a further confidential discussion to find out more about this opportunity please contact Mark Bailey on 01179 271452.