Senior Personal Tax Advisor – HNWI & Planning

Taxation; Leeds; On-site; GBP 34,000 - 42,000; Full time

Job summary

A leading firm of chartered accountants in Leeds is seeking a Personal Tax Senior to manage a portfolio of high-net-worth individuals and sole traders. This role includes preparing and reviewing tax returns, providing guidance to junior staff, and identifying tax planning opportunities. Candidates should ideally be ATT qualified or studying towards CTA with strong personal tax experience. This is a great opportunity for professional growth in a supportive and forward-thinking environment.

Qualifications

• ATT qualified or studying towards CTA qualification.
• Wealth of experience in personal tax work.

Responsibilities

• Managing a portfolio of clients, acting as the main point of contact.
• Preparation and review of personal tax returns.
• Providing guidance, training and support to junior staff.
• Identifying tax planning opportunities for individuals and trusts.
• Assisting with tax consulting work relevant to HNWI and trusts.

Skills

Strong Personal Tax experience

ATT Qualified / CTA Part or Fully Qualified

Job description

A leading firm of chartered accountants in Leeds is seeking a Personal Tax Senior to manage a portfolio of high-net-worth individuals and sole traders. This role includes preparing and reviewing tax returns, providing guidance to junior staff, and identifying tax planning opportunities. Candidates should ideally be ATT qualified or studying towards CTA with strong personal tax experience. This is a great opportunity for professional growth in a supportive and forward-thinking environment.