Personal Tax Advisor - Regional Firm

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Job Title:
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Salary Description:
c £40,000
Job Ref:

Clark Wood are currently in the process of recruiting a Personal Tax Senior/ Advisor for one of the region's most respected firms, our client is currently seeking an experienced candidate to provide tax compliance & advisory services to a portfolio of interesting and complex clients.

Working closely with the Tax Managers to deliver a consistently high quality service to clients, whilst continuing to build up your own knowledge and expertise within the tax department.


Managing a portfolio of between 150-250 personal tax clients including personal tax for directors' clients and ensuring compliance with Revenue and in house deadlines.
Preparing and processing the tax return/P11D by reference to information provided, held on file or from awareness of the client's individual circumstances
Calculation and advice of personal tax/NICs and Class 1A NICs liabilities, together with due dates of payment to client.
Confirming to clients that their signed tax returns/P11Ds have been submitted. Supplying copies of latter to client for distribution.
Chasing and checking tax refunds, and confirming to client.
Amending earlier years for any adjustments required, and notifying line tax manager of reasons amendments are required.
Reviewing income tax/class 4 NIC payments on account at intervals and reducing where appropriate to avoid unnecessary tax being paid.
Billing personal portfolio clients after work completed. Involving the preparation and issue of the bills taking into account time charged, write on/off.

Identifying tax planning opportunities and passing to consultant to take forward with client. In time, to encompass income tax, NIC, capital gains tax, inheritance tax planning opportunities (possibly also corporation tax, VAT and stamp taxes, depending on knowledge and experience).


ATT / CTA Qualified or Finalist
Good basic knowledge of tax, tax accounts and basic planning concepts
Up to date technical knowledge of personal tax and related matters

For further information on this role please contact Will Langdon at Clark Wood

If this specific vacancy is not quite what you are looking for please contact us to investigate alternatives; you can send your CV to this job or contact us directly. Refer a friend or colleague to us and receive a minimum of £200 in vouchers if we assist them in securing a permanent role

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