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For Companies At a Glance
- Tasks: Manage personal tax clients and ensure compliance through accurate tax computations.
- Company: Join a progressive firm of chartered accountants in Birkenhead, known for its forward-thinking approach.
- Benefits: Enjoy competitive salary, career development opportunities, and a supportive work environment.
- Why this job: Be part of a reputable team with genuine growth potential and impactful client interactions.
- Qualifications: Experience in Personal Tax or Mixed Tax roles; CTA/ATT/ACCA qualifications preferred.
- Other info: Referral bonus of £500 for successful candidate referrals.
The predicted salary is between 27600 - 33600 £ per year.
Overview
Clark Wood are currently working with a progressive and expanding firm of chartered accountants in Birkenhead who are looking to recruit a Personal Tax Senior to join their growing team.
Location
Merseyside
Contract Type
Permanent
Salary
Competitive
Contact
Eleanor Snow
Email: eleanor@clark-wood.co.uk
Phone: +44 (0) 1173 291051
Published
2 days ago
Expiry date
2026-03-10
Startdate
2026-01-27 00:00:00
Consultant
Eleanor Snow
Responsibilities
- Take ownership of a varied portfolio of personal tax clients, including HNWIs, company directors, and sole traders, and deliver high-quality compliance and advisory services.
- Manage a portfolio of personal tax clients, acting as the main point of contact and ensuring that all personal tax compliance work is completed accurately and efficiently.
- Prepare and review personal tax computations and returns, and support Managers and Partners with advisory and tax planning work where required.
Qualifications
- Strong Personal Tax experience gained within a practice environment.
- ATT qualified, CTA part or fully qualified, or ACA / ACCA qualified.
- Confidence in managing deadlines, building client relationships, and supporting the development of junior team members.
Benefits
- Competitive salary
- Supportive and forward-thinking working environment
- Flexible working options
- Clear opportunities for career development and progression
Notes
We also offer a referral bonus for any successful introductions.
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Personal Tax Senior - Birkenhead employer: Clark Wood
Contact Detail:
Clark Wood Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior - Birkenhead
✨Tip Number 1
Network with professionals in the accountancy and tax sectors. Attend local events or webinars where you can meet people who work in similar roles. This can help you gain insights into the firm’s culture and potentially get a referral.
✨Tip Number 2
Research the firm thoroughly. Understand their values, recent achievements, and the types of clients they serve. This knowledge will allow you to tailor your conversations and demonstrate your genuine interest during interviews.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that highlight your personal tax expertise. Be ready to explain how you've managed client portfolios and handled compliance work effectively.
✨Tip Number 4
Follow up after your application. A polite email expressing your enthusiasm for the role can keep you on the radar of the hiring team and show your proactive attitude.
We think you need these skills to ace Personal Tax Senior - Birkenhead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in personal tax, especially any work with high-net-worth individuals (HNWIs) and company directors. Use specific examples to demonstrate your skills in managing a portfolio of clients.
Craft a Strong Cover Letter: Write a cover letter that addresses the key responsibilities mentioned in the job description. Emphasise your qualifications, such as being CTA/ATT/ACCA qualified, and explain how your background makes you a great fit for the role.
Showcase Relevant Experience: In your application, detail your previous roles related to personal tax or mixed tax. Highlight any advisory and tax planning services you've provided, as this is a significant part of the job.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in the field of tax compliance.
How to prepare for a job interview at Clark Wood
✨Know Your Tax Regulations
Brush up on the latest personal tax regulations and compliance requirements. Being well-versed in current laws will not only impress your interviewers but also demonstrate your commitment to the role.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight your ability to communicate effectively with clients, especially high-net-worth individuals, as this is crucial for the Personal Tax Senior role.
✨Demonstrate Advisory Experience
Be ready to discuss any advisory or tax planning services you've provided. This could include identifying tax planning opportunities or assisting with consulting work, which are key responsibilities in this position.
✨Prepare Questions for Your Interviewers
Think of insightful questions to ask about the firm's culture, growth opportunities, and their approach to client management. This shows your genuine interest in the firm and helps you assess if it's the right fit for you.
