Personal Tax Portfolio Lead

3 weeks ago


Ipswich, Suffolk, United Kingdom Clark Wood - Tax Recruitment Full time

Role Overview

We are Clark Wood, a leading tax recruitment agency focused on matching exceptional professionals with compelling career opportunities in the private client tax sector.

About the Position

We are looking for an accomplished Personal Tax Senior or Assistant Manager to take on the role of Director of Private Wealth Tax. This is a unique chance for a seasoned professional to lead a portfolio of clients and offer expert guidance in both compliance and advisory work.

Key Accountabilities

  • Preparation and review of personal tax, trust, and partnership tax returns
  • Portfolio management, serving as the primary point of contact for clients
  • Identification of tax planning opportunities for individuals and trusts
  • Collaboration with tax partners on consulting projects related to high net worth individuals and trusts

Remuneration

The estimated salary for this role is £45,000 - £55,000 per year, depending on experience.



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