At a Glance
- Tasks: Manage your own portfolio of personal tax clients and provide tailored advice.
- Company: Join a highly regarded independent accountancy firm in Aldridge, Walsall.
- Benefits: Competitive salary, career progression, and support for further qualifications.
- Other info: Genuine opportunities for development and progression within a supportive team.
- Why this job: Make a real impact by building strong client relationships and advising on tax planning.
- Qualifications: Strong personal tax experience and excellent client relationship skills.
The predicted salary is between 49500 - 60500 £ per year.
Clark Wood is delighted to be working with a highly regarded independent accountancy firm in Aldridge, Walsall, as they look to appoint an experienced Personal Tax Senior / Advisor to join their established tax team.
This is a role for someone who enjoys working with clients, taking ownership and giving advice - rather than simply processing tax returns. You’ll manage your own portfolio of personal tax clients, preparing and reviewing Self Assessment returns, dealing directly with clients and HMRC, and identifying tax planning opportunities along the way.
You’ll also work closely with the Tax Manager and wider team, supporting more complex private client matters including trusts, estates and IHT.
We’re looking for someone with strong personal tax experience, good technical knowledge and, just as importantly, the personality and confidence to build strong client relationships and take responsibility for their portfolio. ATT would be attractive, but isn’t essential. The firm is very open to someone who is qualified by experience, provided they have the right level of technical ability and client ownership.
There is also genuine scope for further development, with CTA study and career progression available for the right person.
Senior Personal Tax Advisor in Walsall employer: Taxation
Taxation in Manchester is an exceptional employer, offering a dynamic work culture that prioritises employee development and collaboration. With a competitive salary and benefits package, including a clear progression path to Tax Manager, employees enjoy the flexibility of a hybrid working model while engaging with high-net-worth clients in a supportive environment that fosters professional growth.