Senior Personal Tax Advisor

Clark Wood - Tax Recruitment; Walsall; On-site; GBP 35,000 - 45,000; Full time

Job summary

Clark Wood is partnering with a leading independent accountancy firm in Aldridge, Walsall to recruit an experienced Senior Personal Tax Advisor. You will manage your own portfolio of personal tax clients, preparing and reviewing Self Assessment returns and liaising directly with clients and HMRC.

You'll identify tax planning opportunities and work with the Tax Manager on more complex private client matters including trusts, estates and IHT. Attitude to client relationships and ownership is key.

Qualifications

• Strong personal tax experience.
• Good technical knowledge in personal tax and advisory work.
• Ability to build strong client relationships and take ownership of client portfolios.

Responsibilities

• Manage your own portfolio of personal tax clients.
• Prepare and review Self Assessment returns.
• Deal directly with clients and HMRC.
• Identify tax planning opportunities for clients.

Skills

Personal tax

Client relationships

Education

CTA study

Job description

Senior Personal Tax Advisor

Aldridge, Walsall | Leading Independent Accountancy Firm

£35,000 - £45,000

Clark Wood is delighted to be working with a highly regarded independent accountancy firm in Aldridge, Walsall, as they look to appoint an experienced Personal Tax Senior / Advisor to join their established tax team.

This is a role for someone who enjoys working with clients, taking ownership and giving advice — rather than simply processing tax returns.

You’ll manage your own portfolio of personal tax clients, preparing and reviewing Self Assessment returns, dealing directly with clients and HMRC, and identifying tax planning opportunities along the way. You’ll also work closely with the Tax Manager and wider team, supporting more complex private client matters including trusts, estates and IHT.

We’re looking for someone with strong personal tax experience, good technical knowledge and, just as importantly, the personality and confidence to build strong client relationships and take responsibility for their portfolio.

ATT would be attractive, but isn’t essential. The firm is very open to someone who is qualified by experience, provided they have the right level of technical ability and client ownership.

There is also genuine scope for further development, with CTA study and career progression available for the right person.

If you’re an experienced Personal Tax Senior or Advisor looking for a role where you’ll be trusted with your own clients, exposed to advisory work and given the opportunity to develop, we’d be very keen to hear from you.