Personal Tax Senior – Cardiff
We're seeking an experienced Personal Tax Senior or Supervisor proficient in both compliance and advisory work. This Cardiff-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.
The Cardiff office is easily accessible from across South Wales, including Newport, Bridgend, Barry, and Caerphilly.
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 Richard Clark at Clark Wood - richard@clark-wood.co.uk / 01173 291052
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.
Clark Wood is one of the UK's leading Tax recruiters. Our specialist consultants have successfully assisted a broad spectrum of clients and candidates alike within the field of Taxation; Top 10, Mid-Tier Accountancy Practices, National Law Firms, PLCs, Owner Managed Businesses, through to Multinational Fiduciary Organisations and Family Offices. We work with a wide range of clients, offering our candidates, from Newly Qualified through to Director/ Partner level, a genuine range of opportunities to progress their careers. Clients & Markets Public Practice: We work with Public Practices across the UK, ranging from the Big 4, Top 20, Leading Regional Accountancy Practices and Tax Boutiques. In-House: FTSE Listed, Family Offices, Owner Managed Business and Small to Medium Enterprises. Law Firms: Our clients range from large multinational firms through to niche boutiques.
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01173291053