​Personal Tax Senior

​Personal Tax Senior – Cardiff

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We're seeking an experienced Personal Tax Senior or Supervisor proficient in both compliance and advisory work. This Cardiff-based role is with one of the UK's leading professional services firms.

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You'll manage and expand a portfolio of clients, handling compliance tasks such as preparing and reviewing personal tax, trust, and partnership tax returns. Additionally, you'll engage in advisory and planning for private individuals, multi-generational families, and high net worth individuals, including prestigious and notable clients.

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Ideal candidates will be CTA and/or ATT Qualified.

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The Cardiff office is easily accessible from across South Wales, including Newport, Bridgend, Barry, and Caerphilly.

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Responsibilities:

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Preparation of tax returns for HNWIs, UHNWIs, partnerships, and trusts

Client portfolio management, acting as the primary contact

Identifying tax planning opportunities for individuals and trusts

Supporting tax partners with consulting work for HNWIs and trusts

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For more details, contact Richard Clark at Clark Wood - richard@clark-wood.co.uk / 01173 291052

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If this role isn't perfect for you, reach out for alternative opportunities or refer a friend to earn £500 in vouchers upon their successful placement.