Personal Tax Senior — Bath, Flexible & CPD

Clark Wood - Tax Recruitment; Bath; On-site; GBP 34,000 - 40,000; Full time

Benefits offered by this job

Flexible working

25 days holiday plus bank holidays

Birthday day off

Life Assurance (4x Salary)

Cycle to work scheme

CPD support

Personal Pension

Job summary

Clark Wood – Tax Recruitment is partnering with a reputable Bath-based independent firm of chartered accountants to recruit a Personal Tax Senior. The role focuses on managing a portfolio of personal tax clients and delivering accurate computations and returns.

You will coach junior staff, identify tax planning opportunities for individuals and trusts, and support partners with advisory work for high-net-worth clients. A strong client-facing approach is essential.

Qualifications

• ATT part-qualified or fully qualified, or studying towards CTA.
• Qualified-by-experience candidates will be considered.
• Strong prior Personal Tax experience within an accountancy practice.
• Good technical knowledge of personal taxation.
• Strong communication and client relationship skills.

Responsibilities

• Manage a portfolio of personal tax clients and be the main contact.
• Prepare and review personal tax computations and returns.
• Ensure compliance work is accurate and timely.
• Identify tax planning opportunities for individuals and trusts.
• Support junior team members with guidance and training.
• Assist Partners with advisory work for high-net-worth clients and trusts.
• Build strong relationships with clients.

Skills

Personal tax experience

Client relationship

Communication skills

Ambitious

Education

ATT/CTA status

Job description

Clark Wood – Tax Recruitment is partnering with a reputable Bath-based independent firm of chartered accountants to recruit a Personal Tax Senior. The role focuses on managing a portfolio of personal tax clients and delivering accurate computations and returns.

You will coach junior staff, identify tax planning opportunities for individuals and trusts, and support partners with advisory work for high-net-worth clients. A strong client-facing approach is essential.