At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and provide expert tax advice.
- Company: Join a respected independent firm of Chartered Accountants in Alton, Hampshire.
- Benefits: Enjoy a competitive salary, hybrid working, and excellent career progression.
- Other info: Mentorship opportunities and a chance to work on varied tax advisory projects.
- Why this job: Make a real impact while developing your skills in a supportive environment.
- Qualifications: ATT/CTA qualified or studying, with previous personal tax experience.
The predicted salary is between 51750 - 63250 £ per year.
Clark Wood are recruiting for a Personal Tax Senior to join a highly regarded independent firm of Chartered Accountants in Alton, Hampshire.
This role would suit an experienced Personal Tax Senior, Tax Senior or Private Client Tax professional looking to manage a varied portfolio and develop their tax advisory experience.
The Role
- Managing a portfolio of Personal Tax and Private Clients
- Preparing and reviewing Self Assessment tax returns
- Advising on Capital Gains Tax (CGT), Inheritance Tax (IHT) and tax planning
- Dealing with HMRC correspondence and client queries
- Managing client relationships and deadlines
- Supporting Managers and Partners with tax advisory and ad hoc projects
- Assisting and mentoring junior team members
The Person
- ATT / CTA qualified, studying CTA or QBE
- Previous Personal Tax experience within accountancy practice
- Strong technical knowledge of personal tax compliance and advisory
- Good client management and communication skills
- Able to manage a varied portfolio and meet deadlines
The Offer
- £38,000 - £45,000 salary
- Hybrid and flexible working
- Genuine career progression
- Supportive working environment
- Opportunity to develop within Private Client Tax
Personal Tax Senior in Alton employer: Taxation
Taxation is an exceptional employer that fosters a collaborative and supportive work culture in the heart of Cheltenham. With a strong focus on employee development, we offer tailored growth opportunities and continuous training to enhance your advisory skills, particularly within the dynamic agricultural sector. Join us to be part of a dedicated team that values innovation and excellence while managing a diverse portfolio of high-profile clients.
