At a Glance
- Tasks: Manage your own portfolio of private clients and prepare Self-Assessment tax returns.
- Company: Well-established accountancy firm with a strong reputation in Worcestershire.
- Benefits: Genuine career progression, excellent benefits, and a flexible working environment.
- Other info: Positive culture with strong staff retention and various opportunities across the region.
- Why this job: Join a growing team and build relationships with high-net-worth individuals.
- Qualifications: Experience in Personal Tax and strong client relationship skills.
The predicted salary is between 49500 - 60500 £ per year.
Are you working in Personal Tax and looking for a role where you can develop your career within a growing Private Client team? A well-established and highly regarded accountancy firm in Droitwich, Worcestershire is looking to recruit a Personal Tax Senior, Supervisor or Semi Senior to join its expanding team.
The firm has a growing portfolio of HNWIs and UHNWIs, with continued growth coming through strong referrals and marketing activity. This is an excellent opportunity for someone looking to build their experience within a genuine Private Client environment.
The role will involve:
- Managing your own portfolio of private clients
- Preparing and reviewing Self-Assessment tax returns
- Preparing associated accounts, claims and supporting tax computations
- Assisting with tax planning for high-net-worth individuals
- Supporting Tax Managers and Partners on more complex client work
- Dealing with HMRC enquiries, penalty notices and general correspondence
- Building strong, long-term relationships with clients
The firm offers genuine career progression, an excellent benefits package and a flexible, supportive working environment. With strong staff retention and a positive culture, this is a firm that has built an excellent reputation as a great place to work.
If you are based in Worcestershire and are considering your next move within Personal Tax / Private Client, I would be keen to hear from you.
For further information, please contact Will Langdon at Clark Wood.
If this particular opportunity isn’t quite right, feel free to get in touch anyway. We have a range of Personal Tax and Private Client opportunities across the region.
Refer a friend or colleague and receive a minimum of £500 in vouchers if we assist them in securing a permanent role.
Personal Tax Senior, Private Client Senior in Worcester employer: Clark Wood - Accountancy Practice & Tax Recruitment
Join a highly regarded firm of chartered accountants in Penrith, where you will thrive in a supportive and dynamic work culture that values employee development and offers flexible working options. As an Accounts Manager, you will not only manage a diverse portfolio of clients but also play a key role in mentoring junior staff, ensuring your professional growth while contributing to the success of the team. With an excellent salary and benefits package, this is an opportunity for meaningful and rewarding employment in a forward-looking environment.
Contact Details:
Clark Wood - Accountancy Practice & Tax Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior, Private Client Senior in Worcester
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We think you need these skills to ace Personal Tax Senior, Private Client Senior in Worcester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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How to prepare for a job interview at Clark Wood - Accountancy Practice & Tax Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Clark Wood - Accountancy Practice & Tax Recruitment.
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Before your interview, reach out to current or former Clark Wood - Accountancy Practice & Tax Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
