At a Glance
- Tasks: Manage personal tax clients and provide compliance and advisory services.
- Company: Innovative accounting firm in Carlisle with a strong reputation.
- Benefits: Competitive salary, hybrid working, and career progression opportunities.
- Other info: Dynamic team environment with opportunities for training and development.
- Why this job: Join a premier tax department and make a real impact on clients' financial success.
- Qualifications: Experience in personal tax and strong communication skills.
The predicted salary is between 45000 - 55000 £ per year.
Clark Wood are working with an innovative and modern firm of accountants in Carlisle who due to internal growth are looking to grow their tax team with either a Personal Tax Semi Senior or Senior. This represents a key appointment for the firm and will offer the chance to work with an excellent Cumbrian tax department in a mixed compliance and advisory capacity.
The role will involve managing a portfolio of personal tax clients including HNWIs, company directors and sole traders for whom 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. As well as the day-to-day compliance work for your clients, you will be involved with the provision of tax planning advice.
The firm have an excellent reputation across the region and can offer a competitive salary, hybrid working, and solid platform to progress your tax career with one of Carlisle's premier tax departments.
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 HNWI and trusts when required
Personal Tax Senior in Carlisle 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.
