Clark Wood is delighted to present an exciting opportunity for an experienced Tax Senior / Assistant Manager to join a forward-thinking and growing accountancy practice in Newcastle. This is an excellent role for a proactive individual looking to develop their expertise in Personal Tax while working closely with knowledgeable Tax Partners and Managers.
About the Role:
As a Personal Tax Senior, you will be responsible for delivering high-quality tax compliance and advisory services to a diverse client base, including high-net-worth individuals, sole traders, partnerships, landlords, and company directors. You will play a key role in ensuring client satisfaction, developing junior staff, and identifying tax planning opportunities.
Key Responsibilities:
1. Managing a portfolio of personal tax clients, ensuring all tax returns are completed accurately and on time.
2. Preparing and reviewing Self-Assessment tax returns, including income from property, investments, employment, and sole trades.
3. Providing advice on capital gains tax, inheritance tax, and other personal tax matters.
4. Liaising with HMRC on behalf of clients regarding compliance issues and tax enquiries.
5. Identifying tax planning opportunities and providing proactive advice to clients.
6. Supporting junior team members by reviewing their work and assisting in their development.
7. Keeping up to date with changes in tax legislation and ensuring compliance across the client base.
What We’re Looking For:
1. Proven experience in personal tax, ideally within an accountancy practice.
2. ATT qualified or part-qualified, with a desire to complete CTA (support will be provided).
3. Strong technical knowledge of Self-Assessment, capital gains tax, and inheritance tax.
4. Excellent communication skills and a client-focused approach.
5. Strong organisational skills, with the ability to manage multiple deadlines.
6. A proactive mindset, with the ability to identify and act on tax planning opportunities.
Competitive salary, dependent on experience.
Clear opportunities for career progression within a growing firm.
A friendly and collaborative working environment.
Flexible working arrangements.
If you're an experienced Personal Tax Senior or Assistant Manager looking to take the next step in your career, this could be the perfect opportunity for you.
For more information or to apply, contact Will Langdon at Clark Wood Recruitment today!
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