Tax Senior

Clark Wood - Tax Recruitment; Alton; On-site; GBP 38,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

Career progression

Supportive environment

Job summary

Clark Wood are recruiting a Personal Tax Senior to join a well-regarded independent firm of Chartered Accountants in Alton, Hampshire. The role offers a varied portfolio and the opportunity to develop tax advisory experience, with hybrid working and a clear path for progression.

You will manage Personal Tax and Private Clients, prepare Self Assessments, advise on CGT/IHT and liaise with HMRC, while mentoring junior staff and supporting Partners on ad hoc projects.

Qualifications

• Experience in personal tax within an accountancy practice.
• Strong technical knowledge of personal tax compliance and advisory.
• Ability to manage deadlines and client communications.

Responsibilities

• Managing a portfolio of Personal Tax and Private Clients
• Preparing and reviewing Self Assessment tax returns
• Advising on CGT, IHT and tax planning
• Dealing with HMRC correspondence and client queries
• Managing client relationships and deadlines
• Supporting Managers and Partners with tax advisory and ad hoc projects
• Assisting and mentoring junior team members

Skills

Personal tax compliance

Tax advisory

Client relationship management

Education

ATT / CTA qualified, studying CTA or QBE

Job description

Personal Tax Senior – Alton, Hampshire

£38,000 - £45,000 + Hybrid Working + Excellent Benefits

Clark Wood are recruiting for a Personal Tax Senior to join a highly regarded independent firm of Chartered Accountants in Alton, Hampshire.

This role would suit an experienced Personal Tax Senior, Tax Senior or Private Client Tax professional looking to manage a varied portfolio and develop their tax advisory experience.

The Role

• Managing a portfolio of Personal Tax and Private Clients
• Preparing and reviewing Self Assessment tax returns
• Advising on Capital Gains Tax (CGT), Inheritance Tax (IHT) and tax planning
• Dealing with HMRC correspondence and client queries
• Managing client relationships and deadlines
• Supporting Managers and Partners with tax advisory and ad hoc projects
• Assisting and mentoring junior team members

The Person

• ATT / CTA qualified, studying CTA or QBE
• Previous Personal Tax experience within accountancy practice
• Strong technical knowledge of personal tax compliance and advisory
• Good client management and communication skills
• Able to manage a varied portfolio and meet deadlines

The Offer

• £38,000 - £45,000 salary
• Hybrid and flexible working
• Genuine career progression
• Supportive working environment
• Opportunity to develop within Private Client Tax