Personal Tax Senior – Newbury

Clark Wood; Newbury (NH); On-site; USD 53,000 - 81,000; Full time

Job summary

A leading professional services firm in Newbury seeks an experienced Personal Tax Semi Senior or Senior. You'll manage client portfolios, handle personal tax compliance tasks, and engage in advisory work for high net worth individuals. Ideal candidates should be CTA and/or ATT Student or Part-Qualified/Qualified. This role offers a dynamic work environment with potential for growth.

Qualifications

• Experience managing compliance tasks for personal tax, trusts, and partnership tax returns.
• Engagement in advisory and planning for high net worth individuals.
• Ability to manage a portfolio of clients effectively.

Responsibilities

• Prepare tax returns for HNWIs, UHNWIs, partnerships, and trusts.
• Act as the primary contact for client portfolio management.
• Identify tax planning opportunities for individuals and trusts.
• Support tax partners with consulting work.

Skills

Compliance work

Advisory work

Education

CTA and/or ATT Student or Part-Qualified or Qualified

Job description

We're seeking an experienced Personal Tax Semi Senior or Senior proficient in both Compliance work and with an appetite for Advisory work. This Newbury-based role is with one of the UK's leading professional services firms.

You'll manage and expand a portfolio of clients, handling compliance tasks such as preparing and reviewing personal tax, trust, and partnership tax returns. Additionally, you'll engage in advisory and planning for private individuals, multi-generational families, and high net worth individuals, including prestigious and notable clients.

Ideal candidates will be CTA and/or ATT Student or Part-Qualified or Qualified.

The Newbury office is commutable from areas all across Berkshire, Oxfordshire & Hampshire, Oxford, Reading, Basingstoke, Andover, Swindon etc.

Responsibilities:

• Preparation of tax returns for HNWIs, UHNWIs, partnerships, and trusts
• Client portfolio management, acting as the primary contact
• Identifying tax planning opportunities for individuals and trusts
• Supporting tax partners with consulting work for HNWIs and trusts

If you're interested in this role or would like to explore alternative opportunities, please reach out. You can also refer a friend to earn £500 in vouchers upon their successful placement.