Personal Tax Senior - Hybrid, Private Client Growth

Clark Wood; Alton; Hybrid; GBP 38,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

Excellent benefits

Career progression

Job summary

Clark Wood are recruiting for a Personal Tax Senior to join a highly regarded independent firm of Chartered Accountants in Alton, Hampshire. The role involves managing a portfolio of Personal Tax and Private Clients, preparing Self Assessment returns and advising on tax planning.

Hybrid working and excellent benefits are on offer. This position suits an experienced Personal Tax professional looking to develop advisory skills within Private Client Tax.

Qualifications

• Strong technical knowledge of personal tax compliance and advisory.
• Good client management and communication skills.
• Able to manage a varied portfolio and meet deadlines.

Responsibilities

• Managing a portfolio of Personal Tax and Private Clients.
• Preparing and reviewing Self Assessment tax returns.
• Advising on CGT, IHT and tax planning.
• Dealing with HMRC correspondence and client queries.
• Managing client relationships and deadlines.
• Supporting Managers and Partners with tax advisory and ad hoc projects.
• Assisting and mentoring junior team members.

Skills

Tax advisory knowledge

Client management

Portfolio management

Deadline orientation

Education

ATT/CTA qualified or working towards CTA

Job description

Clark Wood are recruiting for a Personal Tax Senior to join a highly regarded independent firm of Chartered Accountants in Alton, Hampshire. The role involves managing a portfolio of Personal Tax and Private Clients, preparing Self Assessment returns and advising on tax planning.

Hybrid working and excellent benefits are on offer. This position suits an experienced Personal Tax professional looking to develop advisory skills within Private Client Tax.