Senior Personal Tax Advisor – Bath | Flexible Hours

Clark Wood - Tax Recruitment; Bath; On-site; GBP 34,000 - 40,000; Full time

Benefits offered by this job

Annual salary review

Flexible working

25 days holiday + bank holidays

CPD support

Personal Pension

Birthday day off

Life Assurance (4x Salary)

EAP app benefits

Cycle to work scheme

£500 referral bonus

Job summary

Clark Wood - Tax Recruitment seeks a Personal Tax Senior in Bath to manage a portfolio of personal tax clients and oversee tax computations and returns. You will identify planning opportunities for individuals and trusts while supporting junior team members and assisting Partners with advisory work.

The role offers a friendly Bath team, excellent CPD, and a structured career path within a reputable independent practice.

Qualifications

• ATT part-qualified or qualified; CTA studying.
• Qualified-by-experience candidates considered.
• Strong Personal Tax experience in an accountancy practice with good technical knowledge.

Responsibilities

• Manage a portfolio of personal tax clients.
• Prepare and review personal tax computations and returns.
• Identify tax planning opportunities for individuals and trusts.
• Provide guidance and training to junior team members.
• Assist Partners with tax advisory work, particularly for HNWIs and trusts.
• Build strong relationships with clients.

Skills

Strong communication

Client relationships

Tax knowledge

Education

ATT/CTA study

Job description

Clark Wood - Tax Recruitment seeks a Personal Tax Senior in Bath to manage a portfolio of personal tax clients and oversee tax computations and returns. You will identify planning opportunities for individuals and trusts while supporting junior team members and assisting Partners with advisory work.

The role offers a friendly Bath team, excellent CPD, and a structured career path within a reputable independent practice.