Personal Tax Senior – Newbury

Personal Tax Senior – Newbury

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We're seeking an experienced Personal Tax Semi Senior or Senior proficient in both Compliance work and with an appetite for Advisory work. This Newbury-based role is with one of the UK's leading professional services firms.

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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.

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Ideal candidates will be CTA and/or ATT Student or Part-Qualified or Qualified.

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The Newbury office is commutable from areas all across Berkshire, Oxfordshire & Hampshire, Oxford, Reading, Basingstoke, Andover, Swindon etc.

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Responsibilities:

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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

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For more details, contact Richard Clark at Clark Wood - richard@clark-wood.co.uk / 01173 291052

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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.​