Personal Tax Supervisor

Clark Wood; Ipswich; On-site; GBP 40,000 - 50,000; Full time

Job summary

A respected professional services company in Ipswich is seeking a Personal Tax Supervisor. The role involves managing a diverse portfolio, preparing tax returns for high net worth clients, and identifying tax planning opportunities. Candidates should have experience in both compliance and advisory work, with a CTA or ATT qualification. This is an excellent opportunity to engage with interesting clients and take on high-level advisory tasks within the tax sector.

Qualifications

• Must have experience in personal tax compliance and advisory work.
• Experience managing a portfolio of clients is essential.
• CTA or ATT qualification is required.

Responsibilities

• Prepare tax returns for high net worth individuals (HNWI) and ultra-high net worth individuals (UHNWIs).
• Manage a portfolio of clients as the main point of contact.
• Identify tax planning opportunities for individuals and trusts.
• Assist a tax partner with relevant tax consulting work.

Skills

Compliance work

Advisory work

Client management

Tax planning

Education

CTA and/or ATT qualified

Job description

Personal Tax Supervisor, Ipswich, £40,000 - £50,000

• Location: Ipswich
• Sector: Personal Tax, Mixed Tax, Private Client Tax
• Contract Type: Permanent
• Salary: £40,000 - £50,000 per annum
• Contact: Jack Wyatt
• Contact email: [e-mail]
• Contact phone: [phone]

We’re looking to speak with an experienced Personal Tax Senior or Assistant Manager who has experience of both compliance and advisory work. This Central Ipswich role is with one of the region’s most respected professional services companies. This is a fantastic chance to get some varied advisory exposure with some very interesting clients.

The role will involve managing and growing a portfolio of clients for whom you will be responsible for undertaking both compliance work, in the shape of preparation and review of personal tax, trust and partnership tax returns, as well as having involvement in advisory and planning work for a range of clients including private individuals, multi‑generational families and very high net‑worth individuals.

This role will provide the chance to get involved in some high‑level advisory work for some very interesting, prestigious and famous clients.

Responsibilities and Duties

• Preparing tax returns for HNWI and UHNWIs, preparation of partnership tax returns and trusts
• Managing a portfolio of clients and acting as the main point of contact
• Identifying tax planning opportunities for individuals and trusts
• Assisting a tax partner with tax consulting work relevant to HNWI and trusts

Qualifications

• CTA and/or ATT qualified

For further information on this role please contact Jack Wyatt at Clark Wood – [e-mail] or 07880 255933.