Personal Tax Senior

Taxation; Stockport; Hybrid; GBP 35,000 - 40,000; Full time

Job summary

A leading independent firm of Chartered Accountants in Stockport is looking for a Personal Tax Senior to manage a varied portfolio of private clients, including high-net-worth individuals. This position offers you the chance to take on more responsibilities in a supportive environment with clear progression opportunities. The ideal candidate will have strong personal tax compliance experience and excellent client-facing skills. If this sounds like the right step in your career, contact us for a confidential discussion.

Benefits

Flexible working options including hybrid working

Ongoing training and CPD support

Supportive working environment

Qualifications

• Strong background in personal tax compliance, ideally within a UK practice environment.
• Experience managing a portfolio of clients, including high-net-worth individuals.
• Excellent communication skills.

Responsibilities

• Preparing and reviewing self-assessment tax returns for personal tax clients.
• Handling queries relating to capital gains tax and inheritance tax.
• Reviewing work prepared by junior team members.

Skills

Client-facing skills

Attention to detail

Proactive work ethic

Education

ATT qualification

CTA qualification (bonus)

Job description

Personal Tax Senior – Stockport

Salary: £35,000 – £40,000 (DOE)

Independent Firm of Chartered Accountants

Clark Wood is pleased to be working with a highly regarded independent firm of Chartered Accountants in Stockport, who are seeking a confident and experienced Personal Tax Senior to join their thriving tax team.

This is an excellent opportunity for a personal tax specialist looking to take on more responsibility within a well-established and supportive firm that values professional development and exceptional client service.

Role Overview

As a Personal Tax Senior, you will manage a varied portfolio of private clients, including high-net-worth individuals, sole traders, landlords, and company directors. You will be responsible for delivering high-quality compliance work while also contributing to advisory and planning projects as your experience allows.

Key Responsibilities

• Preparing and reviewing self-assessment tax returns for a broad range of personal tax clients
• Handling queries relating to capital gains tax, inheritance tax, residency, and other personal tax matters
• Reviewing work prepared by junior team members and supporting their development
• Building and maintaining strong client relationships, providing excellent service and tailored advice
• Assisting senior managers and partners with tax planning and advisory projects
• Ensuring all work is completed accurately and in line with internal deadlines and HMRC requirements

Candidate Profile

• ATT qualified or qualified by experience; CTA qualification is a bonus but not essential
• Strong background in personal tax compliance, ideally within a UK practice environment
• Excellent client-facing and communication skills
• Confident managing your own portfolio and reviewing the work of others
• Proactive, detail-oriented, and able to work independently

What’s on Offer

• Clear progression opportunities within the tax team
• Supportive and friendly working environment
• Flexible working options, including hybrid working
• Ongoing training and CPD support

If you’re an experienced personal tax professional based in or near Stockport and are looking to take the next step in your career, please contact Will Langdon at Clark Wood for a confidential discussion:
📧 [e-mail]
📞 07920 557121

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