Senior Personal Tax Advisor for High Net Worth Clients

Clark Wood Limited; Chelmsford; On-site; GBP 38,000 - 45,000; Full time

Job summary

Clark Wood Limited, specialists in accountancy practice and tax recruitment, are representing a reputable and expanding firm of chartered accountants in Chelmsford. They are seeking a dedicated Personal Tax Senior to join their team.

The role involves managing a diverse portfolio of personal tax clients, including high net worth individuals (HNWIs), company directors, and sole traders. You will ensure compliance by preparing and reviewing personal tax computations and returns, and assist

Qualifications

• Qualified (ATT/CTA/ACCA) or equivalent experience.
• Strong background in Personal Tax within a practice environment.

Responsibilities

• Managing a portfolio of clients as the primary 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 partners with tax consulting relevant to HNWI and trusts when needed

Skills

Personal Tax

Education

ATT/CTA/ACCA or equivalent experience

Job description

Clark Wood Limited, specialists in accountancy practice and tax recruitment, are representing a reputable and expanding firm of chartered accountants in Chelmsford. They are seeking a dedicated Personal Tax Senior to join their team.

The role involves managing a diverse portfolio of personal tax clients, including high net worth individuals (HNWIs), company directors, and sole traders. You will ensure compliance by preparing and reviewing personal tax computations and returns, and assist