Senior Personal Tax Advisor

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

Benefits offered by this job

£200 vouchers

Job summary

Clark Wood is delighted to partner with a leading independent accountancy firm in Aldridge, Walsall, to appoint an experienced Senior Personal Tax Advisor to join their established tax team. You’ll manage your own portfolio of personal tax clients, taking ownership and providing advisory support beyond returns.

You’ll handle Self Assessment, liaise with HMRC, and identify tax planning opportunities while working with the Tax Manager on more complex private client matters including trusts,

Qualifications

• Solid personal tax experience with client ownership.
• Strong technical knowledge of personal tax issues.
• Experience with Self Assessment and HMRC correspondence.
• Ability to build long-term client relationships.

Responsibilities

• Manage own portfolio of personal tax clients and advisory work.
• Prepare and review Self Assessment returns for clients.
• Deal directly with clients and HMRC on tax matters.
• Identify tax planning opportunities for clients.
• Support more complex private client matters including trusts, estates and IHT.

Skills

Personal tax experience

Self Assessment

Client relationships

Advisory work

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.

• £200 in vouchers