At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and ensure compliance work is completed accurately.
- Company: Join a leading firm of chartered accountants in Wilmslow with a forward-thinking approach.
- Benefits: Competitive salary, career development opportunities, and a supportive team environment.
- Other info: Opportunity to provide guidance and support to junior staff in a dynamic setting.
- Why this job: Make a real impact by advising high-net-worth individuals and enhancing your tax expertise.
- Qualifications: ATT qualified or studying towards CTA, with strong personal tax experience.
The predicted salary is between 34000 - 40000 £ per year.
Clark Wood are currently working with a leading firm of chartered accountants to add a Personal Tax Senior to their team in Wilmslow. The role will involve managing a diverse portfolio of personal tax clients including HNWIs, company directors, and landlords. You will be responsible for ensuring that all compliance work is completed accurately and efficiently through the preparation and review of personal tax computations and returns. In addition to day‑to‑day compliance work, there is scope to provide tax advisory services. The ideal candidate may be ATT qualified, at the latter stages of CTA qualification, or studying towards the CTA. Candidates with substantial personal tax experience may also be considered. This role offers genuine scope for career development within a well‑regarded, forward‑thinking firm.
Duties & Responsibilities
- Managing a portfolio of clients, acting as the main point of contact
- Preparation and review of personal tax returns
- Providing guidance, training and support to junior staff
- Identifying tax planning opportunities for individuals and trusts
- Assisting the partners with tax consulting work relevant to HNWIs and trusts when required
Skills
- ATT Qualified / CTA Part or Fully Qualified (QBE will also be considered)
- Strong Personal Tax experience within a practice environment
Personal Tax Senior in Wilmslow 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
