At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and provide expert tax advice.
- Company: Join a respected independent firm of Chartered Accountants in Alton, Hampshire.
- Benefits: Enjoy a competitive salary, hybrid working, and excellent career progression.
- Other info: Mentorship opportunities available to help you grow within the team.
- Why this job: Make a real impact while developing your tax advisory skills in a supportive environment.
- Qualifications: ATT/CTA qualified or studying, with previous personal tax experience.
The predicted salary is between 51750 - 63250 £ per year.
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
Personal Tax Senior in Alton employer: Clark Wood - Tax Recruitment
Join a highly regarded independent accountancy practice in Chester, where you will be part of a supportive team dedicated to your professional growth. With a focus on work-life balance, the firm offers hybrid working, generous holiday allowances, and flexible hours, making it an ideal environment for a CTA-qualified tax professional looking to enhance their advisory experience while managing a diverse portfolio of clients.
Contact Details:
Clark Wood - Tax Recruitment Recruitment Team
