Personal Tax Senior
Job description
Original text imported from Reed
Leeds
Circa £34,000 - £42,000 (Dependent on experience)
Accountancy Practice and Tax recruitment specialists Clark Wood are currently working with a leading firm of chartered accountants as they look to add a Personal Tax Senior to their team in Leeds.
The role will involve managing a portfolio of personal tax clients including HNWIs, company directors and sole traders for whom you will be responsible for ensuring that all compliance work is completed accurately and efficiently through the preparation and review of personal tax computations and returns.
As well as the day to day compliance work for your clients, you will be involved with the provision of tax planning advice. The ideal candidate may be ATT qualified or at the latter stages, CTA qualified or may be studying towards the CTA at present and will have a wealth of experience in Personal Tax work.
This is a fantastic opportunity for the successful individual to join a well-regarded and forward-thinking firm in Leeds as a Personal Tax Senior in a mixed compliance and advisory role, where there will be genuine scope for career development.
Duties & Responsibilities:
Managing a portfolio of clients, acting as the main point of contact
Preparation and review of personal tax returns
Providing guidance, training and support to junior staff
Identifying tax planning opportunities for individuals and trusts
Assisting with tax consulting work relevant to HNWI and trusts when required
Skills:
ATT Qualified / CTA Part or Fully Qualified (QBE will also be considered)
Strong Personal Tax experience within a practice environment
For more information on this role, or others we have available, please contact Curtis Reid at Clark Wood on or email .
#CWCR
Key skills
AI-extracted from the job advert
Application advice
5 AI-generated recommendations to maximise your chances.
⭐ Highlight your ATT or CTA qualification prominently as this is explicitly required for the role
📊 Quantify your client portfolio: 'Managed 85+ personal tax clients including 12 HNWIs'
🎯 Emphasise your HNWI experience as this is a key focus area mentioned multiple times
🤝 Showcase your mentoring abilities as you'll be training junior staff members
🌐 Include specific tax planning examples for individuals and trusts to demonstrate advisory skills
Suggested CV bullets
3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.
Add these 3 bullets under your most recent experience:
- •Managed portfolio of 75+ personal tax clients including 18 HNWIs, achieving 98% on-time filing rate during peak season
- •Identified £45,000 in tax savings through pension contribution planning for company director clients over 12-month period
- •Trained and supervised 4 junior staff members in ATT syllabus areas, with 100% first-time pass rate achieved
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Dear Hiring Manager,
I am writing to apply for the Personal Tax Senior position at your leading chartered accountancy firm in Leeds. With my ATT qualification and extensive experience in personal tax compliance and advisory work, I am well-positioned to manage your portfolio of HNWI clients and company directors while providing the tax planning expertise your firm requires.
My background in practice-based personal tax work has equipped me with the technical skills to prepare complex tax returns and identify planning opportunities for high net worth individuals and trusts. I have successfully managed client portfolios whilst mentoring junior staff members, combining technical excellence with strong relationship management.
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Interview questions
10 questions generated from this advert.
Technical
- ›How would you approach tax planning for a HNWI with multiple income streams?
- ›What are the key considerations when preparing tax returns for company directors?
- ›Explain the tax implications of trust structures for high net worth clients
- ›How do you stay updated with changes in personal tax legislation?
- ›What would you do if you identified a significant tax planning opportunity for a client?
Behavioural
- ›Describe a time when you had to manage multiple client deadlines simultaneously
- ›Tell me about a challenging tax planning case you worked on
- ›How do you approach training and mentoring junior team members?
- ›Give an example of when you had to explain complex tax matters to a client
- ›Describe a situation where you identified an error in a tax return and how you handled it
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Describe a time when you had to manage multiple client deadlines simultaneously
Tell me about a challenging tax planning case you worked on