At a Glance
- Tasks: Manage personal tax clients and provide high-quality compliance services.
- Company: Independent Chartered Accountants in Droitwich with a supportive culture.
- Benefits: Competitive salary, half-yearly bonuses, and excellent career progression.
- Other info: Collaborative environment with opportunities to work closely with experienced professionals.
- Why this job: Join a growing team and gain exposure to tax planning and advisory work.
- Qualifications: Experience in personal tax and strong communication skills required.
The predicted salary is between 47250 - 57750 £ per year.
Clark Wood are currently recruiting for a Personal Tax Semi Senior / Personal Tax Senior to join a highly regarded independent firm of Chartered Accountants based in Droitwich, Worcestershire. This is an excellent opportunity for a Personal Tax Assistant, Personal Tax Semi Senior or Personal Tax Senior who is ATT qualified, studying towards ATT/CTA, or qualified by experience and looking to develop their career within a growing Private Client Tax team.
Working closely with the Tax Partner and experienced tax professionals, you will manage a varied portfolio of personal tax clients, providing high-quality tax compliance services while developing your exposure to tax planning, advisory work and client management.
The Role
- Managing a portfolio of personal tax clients, including individuals, company directors, landlords and high-net-worth individuals.
- Preparing and reviewing Self Assessment tax returns.
- Dealing with a broad range of personal tax matters including employment income, self-employment, property income, investments, overseas income and Capital Gains Tax.
- Preparing tax computations and ensuring all client deadlines are met.
- Liaising directly with clients and dealing with day-to-day personal tax queries.
- Working closely with the Tax Partner to provide a high-quality, proactive service to clients.
- Assisting with personal tax planning and advisory work.
- Developing strong relationships with clients and becoming a trusted point of contact for their tax affairs.
About You
- Previous experience within a Personal Tax department in a UK accountancy practice.
- Experience as a Personal Tax Assistant, Semi Senior or Senior.
- ATT qualified, studying towards ATT or CTA, or qualified by experience.
- Good technical knowledge of UK personal tax and Self Assessment.
- Experience managing or assisting with a portfolio of private clients.
- Strong communication and organisational skills.
- A proactive approach and genuine ambition to progress within a growing accountancy practice.
- The ability to work effectively both independently and as part of a wider tax team.
What's On Offer
- Competitive salary depending on experience.
- Half-yearly bonus structure.
- Additional benefits package.
- Supportive and collaborative working environment.
- Genuine career progression opportunities within an expanding independent practice.
- Opportunity to work closely with experienced tax professionals and Partners.
- Increased exposure to tax advisory and planning work as your experience develops.
This is an excellent opportunity for a Personal Tax Semi Senior, Personal Tax Senior, Personal Tax Assistant or Tax Assistant looking to progress their career within a successful independent firm of Chartered Accountants in Droitwich, Worcestershire.
Personal Tax Semi Senior / Personal Tax Senior employer: Clark Wood
Clark Wood is an excellent employer, offering a supportive work culture that prioritises employee growth and development. Located in Cannock, the firm provides a competitive salary and the chance to work with a diverse client base, ensuring that every day brings new challenges and opportunities for professional advancement.
