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Personal Tax Senior

  • Location

    Cambridge

  • Sector:

    Tax, Personal Tax, Private Client Tax

  • Contract Type:

    Permanent

  • Salary:

    £42,000 - £47,000

  • Contact:

    Jack Wyatt

  • Contact email:

    jwyatt@clark-wood.co.uk

  • Contact phone:

    07880 255933

  • Job ref:

    JG-17943

  • Published:

    about 1 month ago

  • Expiry date:

    2024-11-30

  • Consultant:

    Jack Wyatt

​Personal Tax Senior
Cambridge
£42,000 - £47,000

We're seeking an experienced Personal Tax Senior or Supervisor proficient in both compliance and advisory work. This Cambridge-based role is with one of the UK's leading professional services firms.

You'll manage and expand a portfolio of clients, handling compliance tasks such as preparing and reviewing personal tax, trust, and partnership tax returns. Additionally, you'll engage in advisory and planning for private individuals, multi-generational families, and high net worth individuals, including prestigious and notable clients.

Ideal candidates will be CTA and/or ATT Qualified.

Responsibilities:

Preparation of tax returns for HNWIs, UHNWIs, partnerships, and trusts

Client portfolio management, acting as the primary contact

Identifying tax planning opportunities for individuals and trusts

Supporting tax partners with consulting work for HNWIs and trusts

For more details, contact Jack Wyatt at Clark Wood - jwyatt@clark-wood.co.uk / 07880 255933

If this role isn't perfect for you, reach out for alternative opportunities or refer a friend to earn £500 in vouchers upon their successful placement.

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