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Personal Tax Senior

  • Location


  • Sector:

    Tax, Personal Tax, Private Client Tax

  • Contract Type:


  • Salary:

    £25,000 to £32,000

  • Job ref:


  • Published:

    about 1 month ago

  • Expiry date:


  • Consultant:

    Will Langdon

​Accountancy Practice and Tax recruitment specialists Clark Wood are currently working on behalf of a leading, highly regarded regional firm of accountants who are looking to recruit a Personal Tax Senior to join the team in their Penrith office.

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 services to more complex clients and will support managers in providing tax planning advice to your clients.

The ideal candidate will be ATT Qualified or may have commenced their CTA studies. Experience of working in a Personal Tax work focused role is essential.

This is a fantastic opportunity for the successful individual to join a well-regarded and forward-thinking firm in Penrith as a Personal Tax Senior in a role where there will be genuine scope for career development. Study support to pursue the CTA qualification will be available.

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


ATT Qualified / CTA Students

Strong Personal Tax experience within a practice environment

Should you be based in the Penrith area and keen on a new Personal Tax opportunity then please do not hesitate to apply below.

For more information on this role please contact Will Langdon @ Clark Wood – 07920 557121 /