Personal Tax Senior - Lead Portfolio & Planning

Clark Wood; Leeds; On-site; GBP 34,000 - 42,000; Full time

Job summary

A leading accountancy firm in Leeds is seeking a Personal Tax Senior to manage a portfolio of tax clients, including company directors and HNWIs. The successful candidate will oversee compliance work, prepare personal tax returns, and provide tax planning advice. Ideal applicants will have strong personal tax experience and may hold ATT qualifications or be studying for CTA. This role provides genuine career development potential within a well-regarded firm.

Qualifications

• Wealth of experience in Personal Tax work.
• Ideally ATT qualified or studying towards CTA.

Responsibilities

• Managing a portfolio of clients, acting as the main 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 with tax consulting work relevant to HNWI and trusts.

Skills

ATT Qualified

CTA Part or Fully Qualified

Strong Personal Tax experience

Job description

A leading accountancy firm in Leeds is seeking a Personal Tax Senior to manage a portfolio of tax clients, including company directors and HNWIs. The successful candidate will oversee compliance work, prepare personal tax returns, and provide tax planning advice. Ideal applicants will have strong personal tax experience and may hold ATT qualifications or be studying for CTA. This role provides genuine career development potential within a well-regarded firm.