Personal Tax Services Specialist
3 days ago
UK-wide client base
£45,000 - £55,000 + Flexible working arrangement
About the JobWe are looking for an experienced Senior Tax Advisor to join our team at Pro-Tax in Leeds. The successful candidate will have a strong background in personal tax and a desire to progress their career.
The ideal candidate will enjoy a mix of tax compliance and planning work and be committed to delivering exceptional results.
Key Tasks- Manage a portfolio of clients across the UK, providing personalized tax services and advice.
- Support clients with tax planning services, including capital gains, inheritance tax planning, and succession planning.
- Review and manage personal tax work of more junior members of staff within the personal tax team.
- Work closely with high net worth individuals on various tax planning projects, gaining extensive tax exposure.
- Benefit from a flexible working policy, with most staff working 3 days per week in the office.
- Strong personal tax background with previous experience managing a personal tax portfolio in the UK.
- Att / CTA / ACA / ACCA qualification required.
- Tax compliance experience is essential, with tax planning experience or dealing with trusts/inheritance tax being a desirable bonus.
- Competitive salary range: £45,000 - £55,000.
- Solid benefits package, including a bonus and enhanced pension.
- Opportunity to work with a well-established national accountancy firm in private wealth.
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