At a Glance
- Tasks: Prepare tax returns and assist clients with personal tax matters.
- Company: Join a respected accountancy firm in Colchester with a diverse client portfolio.
- Benefits: Enjoy hybrid working, competitive salary, and 25 days annual leave.
- Other info: Collaborative team culture with ongoing professional development opportunities.
- Why this job: Develop your tax expertise in a supportive environment with clear career progression.
- Qualifications: ATT qualified or studying, with experience in personal tax.
The predicted salary is between 35000 - 45000 £ per year.
Clark Wood are currently working with a successful accountancy firm who are looking to recruit a Personal Tax Senior to join their growing team in Colchester. This is an excellent opportunity to join a highly respected practice. The firm works with a diverse portfolio of clients, including high-net-worth individuals, entrepreneurs, trusts, partnerships, and owner-managed businesses, providing a full range of tax, accountancy, and advisory services.
The successful candidate will join an established tax team and take responsibility for a varied portfolio of personal tax clients. The role will involve:
- Preparing self-assessment tax returns
- Preparing trust and partnership returns
- Undertaking capital gains tax calculations
- Assisting with income tax planning projects
- Liaising directly with both clients and HMRC
In addition, you will support the development of junior team members through training and mentoring, assist with workload management across the team, and ensure all compliance procedures and deadlines are met. This role offers excellent exposure to complex personal tax matters and provides a clear pathway for career progression within a supportive and people-focused environment.
The ideal candidate will be ATT qualified or currently studying towards the qualification, with previous experience gained within a personal tax environment. Strong technical knowledge, excellent communication skills, and the ability to manage a varied workload effectively will be essential.
This is a fantastic opportunity for an ambitious tax professional looking to further develop their technical expertise and progress their career within a forward-thinking firm that offers flexible working, excellent benefits, and outstanding professional development opportunities.
Duties & Responsibilities
- Preparing self-assessment tax returns for a varied portfolio of clients
- Preparing trust and partnership tax returns, including complex cases
- Managing tax compliance deadlines and ensuring timely submission of returns
- Completing and maintaining tax return control procedures
- Reviewing and updating client PAYE coding notices
- Undertaking National Insurance calculations
- Preparing Capital Gains Tax computations
- Assisting with income tax planning assignments
- Liaising directly with clients and HMRC regarding tax matters
- Supporting and mentoring junior members of staff
- Assisting with workload management across the tax team
- Maintaining training and development records
- Producing progress reports and monitoring assignment status
- Managing workloads effectively to maximise efficiency and profitability
Skills
- ATT qualified or currently studying towards ATT
- Previous experience within a personal tax environment
- Strong technical knowledge of UK personal taxation
- Experience preparing self-assessment, trust and partnership tax returns
- Knowledge of Capital Gains Tax and income tax planning matters
- Excellent communication and client-facing skills
- Strong organisational skills and attention to detail
- Ability to prioritise workloads and meet deadlines
- Good IT skills including Microsoft Word, Excel and tax software packages
- Ability to work independently and as part of a team
- Strong analytical and problem-solving skills
- Interest in business, commerce and taxation
Salary & Benefits
- Competitive salary dependent on experience and qualifications
- Hybrid working with two home working days per week
- Flexible core working hours
- 25 days annual leave plus Bank Holidays
- Opportunity to buy or sell up to 5 days annual leave
- Workplace pension scheme
- Employee Assistance Programme with 24-hour support
- Access to virtual GP services for employees and their families
- Discretionary annual bonus and employee recognition awards
- Structured career development and succession planning programmes
- Ongoing professional training and development support
- Supportive and collaborative working environment
- Genuine opportunities for career progression
For more information, please contact Eleanor Snow at Clark Wood on 07375 801311 or email eleanor@clark-wood.co.uk.
Personal Tax Senior - Colchester employer: Clark Wood - Tax Recruitment
Clark Wood is an excellent employer, offering a supportive and collaborative work environment in Colchester that prioritises employee growth and development. With flexible working arrangements, competitive benefits, and a commitment to professional training, this respected accountancy firm provides a clear pathway for career progression while working with a diverse portfolio of clients. Join a team where your contributions are valued, and you can thrive as a Personal Tax Senior.
Contact Details:
Clark Wood - Tax Recruitment Recruitment Team
