Tax Expert for Private Clients

1 month ago


Leeds, Leeds, United Kingdom Clark Wood - Tax Recruitment Full time

At Clark Wood - Tax Recruitment, we are seeking a highly skilled Tax Expert for Private Clients to join our team. As a Personal Tax Senior or Assistant Manager, you will be responsible for managing and growing a portfolio of clients.

The ideal candidate will have experience of both compliance and advisory work, with a strong focus on personal tax, trust, and partnership tax returns. Your expertise will also involve identifying tax planning opportunities for individuals and trusts.

This role offers a fantastic opportunity to work with a range of clients, including private individuals, multi-generational families, and high net worth individuals. You will be required to prepare tax returns for HNWI and UHNWIs, as well as partnership tax returns and trusts.

The estimated salary for this position is £60,000 - £80,000 per annum, depending on experience.

Key Responsibilities:

  • Managing and growing a portfolio of clients
  • Preparing tax returns for HNWI and UHNWIs
  • Preparation of partnership tax returns and trusts
  • Identifying tax planning opportunities for individuals and trusts
  • Assisting a tax partner with tax consulting work relevant to HNWI and trusts


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