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Personal Tax Assistant

Clark Wood

Sherborne

Hybrid

GBP 10,000 - 40,000

30+ days ago

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Job summary

An established industry player is seeking a Personal Tax Assistant to join their dynamic Tax team in Sherborne. This role offers the chance to work with a portfolio of personal tax clients, corporate clients, and trust entities, while collaborating with external tax advisers. With a focus on personal financial affairs for a high net worth family, this position provides a solid platform for career progression into a Tax Senior role. The company values growth and offers flexible working arrangements, making it an ideal opportunity for those looking to advance in their tax career while enjoying a supportive work environment.

Benefits

Guaranteed annual salary review

Bonus review

10% employer pension contribution

Option for additional pension contributions

Flexible working options

Qualifications

  • Experience in tax compliance for personal clients is highly advantageous.
  • Relevant qualifications in taxation are preferred.

Responsibilities

  • Assist with a portfolio of personal tax clients and corporate clients.
  • Work closely with external tax advisers for compliance.

Skills

Private client experience

Tax compliance knowledge

Experience with Shareholders and Directors

Education

Relevant degree or qualification in Taxation

Tools

Tax software

Job description

Clark Wood are delighted to be working with a Family Office of an entrepreneurial high net worth Family based in Sherborne who are looking for a Personal Tax Assistant.

The Family Office looks after the personal financial affairs of various family members and the accounting and compliance for numerous Family financial interests.

Due to growth, they are looking to expand their Tax team with the addition of a Tax Assistant or Semi Senior to assist with a portfolio of personal tax clients, corporate clients and trust entities as well as work closely with the Family’s external tax advisers (UK and worldwide).

Private client experience dealing with the tax compliance for Shareholders, Directors and their related OMBs is highly advantageous.

This is an excellent opportunity to join a leading tax department offering a solid platform to progress into a Tax Senior and become a key member of the tax team.

Benefits:
  1. An attractive salary commensurate with experience with a guaranteed annual salary and bonus review.
  2. Following an initial training/probationary period you will be given the option to work from home for a maximum of two days each week, by agreement and dependent on the needs of the business.
  3. 10% employer pension contribution.
  4. Option to make additional pension contributions through salary sacrifice.

If you are based in Somerset or Dorset and looking for a new opportunity in Tax, we encourage you to apply.

For more information about this role, please contact Jack Wyatt at Clark Wood on 07880 255933 or via email at jwyatt@clark-wood.co.uk.

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