At a Glance
- Tasks: Prepare and review personal tax returns, assist with compliance and advisory projects.
- Company: Growing professional services firm with a focus on equality and inclusion.
- Benefits: Opportunities for professional development and exposure to diverse tax matters.
- Other info: Supportive environment that values diversity and encourages personal growth.
- Why this job: Join a collaborative team and enhance your tax expertise while making a real impact.
- Qualifications: ATT qualified or studying, with at least 2 years in a tax role.
The predicted salary is between 40000 - 50000 £ per year.
An established and growing professional services firm is seeking a Tax Senior / Assistant to join its expanding tax team. This role offers the opportunity to work closely with senior tax professionals across a varied portfolio of compliance and advisory work, while also supporting more junior members of the team in their development. The successful individual will be involved in a broad range of personal and trust tax compliance matters, alongside exposure to wider advisory and transactional projects. The position would suit someone looking to continue developing their technical knowledge within a collaborative and client-focused environment.
Alongside compliance responsibilities, the role will involve assisting with advisory assignments relating to business restructures, incorporations, share-related matters, trusts, and private client planning work. The role offers excellent exposure to both compliance and advisory services, providing strong long-term development opportunities.
Key Responsibilities- Preparation and review of personal tax returns.
- Preparation and review of capital gains tax filings.
- Assisting with trust tax compliance and related annual reporting requirements.
- Supporting partnership and trust registrations.
- Assisting with transaction-related documentation and statutory filings.
- Preparing tax computations and supporting calculations.
- Assisting with relief claims and client correspondence.
- Liaising directly with clients and HMRC regarding routine tax matters and queries.
- Supporting senior members of the tax team on advisory projects and transactional work.
- Assisting with the development and support of junior team members where required.
- Previous experience working within a tax-focused role in practice.
- Strong communication skills with the ability to explain technical matters clearly to clients and colleagues.
- Organised with strong attention to detail and the ability to manage competing deadlines effectively.
- Comfortable working independently as well as collaboratively within a team environment.
- Strong numerical and administrative capabilities.
- Confident using Microsoft Office applications and accountancy/tax software packages.
- Motivated to continue learning and developing professionally within a growing tax environment.
- Experience supporting or mentoring junior staff would be advantageous.
- ATT qualified, part-qualified, or currently studying towards ATT qualification.
- Ideally a minimum of 2 years’ experience within a tax role in an accountancy practice environment.
My client is committed to equality, diversity, and inclusion, fostering an environment where all individuals are valued and encouraged to reach their full potential. The firm values technical excellence, integrity, enthusiasm, and collegiality, providing a workplace where professionals can thrive while delivering outstanding client service.
Senior Personal Tax & Advisory Specialist employer: Clark Wood - Tax Recruitment
Join a dynamic and inclusive professional services firm that prioritises employee growth and development. As a Senior Personal Tax & Advisory Specialist, you will benefit from a collaborative work culture that values technical excellence and offers extensive exposure to both compliance and advisory projects. With a commitment to equality and diversity, this role provides a unique opportunity to mentor junior team members while advancing your own career in a supportive environment.
Contact Details:
Clark Wood - Tax Recruitment Recruitment Team
