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Location
Liverpool
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Sector:
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Contract Type:
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Salary:
£32,000 - £44,000
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Contact:
David Elliot
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Contact email:
david@clark-wood.co.uk
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Contact phone:
07909688757
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Job ref:
DE-18742
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Published:
1 day ago
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Expiry date:
2025-11-24
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Consultant:
David Elliot
Personal Tax Senior 💼
Location: Flexible / Hybrid
About the Firm 🌍
Our client is a leading accountancy and advisory practice with a strong reputation for providing high-quality services to individuals, families, and business owners. The firm combines technical excellence with a collaborative culture, delivering tailored solutions to a diverse client base, including high-net-worth individuals, entrepreneurs, and international clients.
They are committed to professional development, offering exposure to complex tax matters and opportunities to progress into leadership roles.
The Opportunity 🚀
We are seeking a Personal Tax Senior to join a growing Private Client team. This role provides the chance to manage your own portfolio, develop client relationships, and work on a wide range of personal tax compliance and advisory matters.
You’ll be part of a supportive team, working closely with managers and partners, while being trusted to take ownership of your client work.
Key Responsibilities 📝
Manage a portfolio of private clients, including high-net-worth individuals, non-domiciled clients, and trustees
Provide personal tax compliance services, including preparing and reviewing tax returns, computations, and ensuring deadlines are met
Advise clients on UK personal tax matters, including Capital Gains Tax, Inheritance Tax, trusts, and property-related tax issues
Support clients with tax planning opportunities and liaise with other departments for integrated advice
Supervise, mentor, and provide guidance to junior team members
Maintain high standards of compliance, risk management, and quality control
About You 🌟
ATT or CTA qualified (or equivalent)
Proven experience in personal tax within a practice environment, ideally working with high-net-worth or international clients
Strong technical knowledge of UK personal tax legislation
Excellent communication skills, with the ability to build and maintain client relationships
Ability to manage multiple priorities and work under pressure
Collaborative, proactive, and client-focused approach
Why Join? 💡
Exposure to a diverse range of private clients and complex tax matters
Opportunity to manage your own portfolio and progress your career
Supportive team culture with strong emphasis on learning and development
Competitive salary and benefits package
Opportunity to work in a dynamic and growing practice
