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Personal Tax Supervisor

Clark Wood - Tax Recruitment

Ipswich

On-site

GBP 37,000 - 45,000

Full time

30+ days ago

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Job summary

An established industry player is seeking a Personal Tax Supervisor in Ipswich to manage and grow a diverse portfolio of clients. This exciting role offers the opportunity to engage in both compliance and high-level advisory work, providing tailored solutions for high-net-worth individuals and prestigious clients. The ideal candidate will have a strong background in personal tax, with CTA or ATT qualifications, and will thrive in a dynamic environment. Join a respected firm and make a significant impact on clients' financial strategies while advancing your career in a supportive and professional setting.

Qualifications

  • Experience in personal tax compliance and advisory work.
  • CTA and/or ATT qualifications are essential.

Responsibilities

  • Prepare tax returns for high-net-worth individuals and trusts.
  • Manage a portfolio of clients and act as main contact.
  • Identify tax planning opportunities for clients.

Skills

Personal Tax Compliance
Advisory Work
Tax Planning
Client Management

Education

CTA Qualified
ATT Qualified

Job description

Personal Tax Supervisor
Ipswich
£37,000 - £45,000

We're looking to speak with an experienced Personal Tax Senior or Assistant Manager who has experience of both compliance and advisory work. This Central Ipswich role is with one of the region's most respected professional services companies. This is a fantastic chance to get some varied advisory exposure with some very interesting clients.

The role will involve managing and growing a portfolio of clients for whom you will be responsible for undertaking both compliance work, in the shape of preparation and review of personal tax, trust and partnership tax returns, as well as having involvement in advisory and planning work for a range of clients including private individuals, multi-generational families and very high net worth individuals.

This role will provide the chance to get involved in some high-level advisory work for some very interesting, prestigious & famous clients.

The ideal candidate will be CTA &/or ATT Qualified.

Duties & Responsibilities:
  1. Preparing tax returns for HNWI, UHNWIs; Preparation of partnership tax returns and trusts
  2. Managing a portfolio of clients, acting as the main point of contact
  3. Identifying tax planning opportunities for individuals and trusts
  4. Assisting a tax partner with tax consulting work relevant to HNWI and trusts

For further information on this role please contact Jack Wyatt at Clark Wood - jwyatt@clark-wood.co.uk / 07880 255933

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