Personal Tax Senior

Levitate Recruitment
£35,000 - £42,000
02 Dec 2017
05 Jan 2018
Contract Type
Full Time

The client portfolio will consist of largely private clients, with owner – managed businesses, landed estates and farms. The individual must possess strong personal tax experience.

The Role:

  • The successful applicant will be responsible for their own portfolio of high net worth private clients and you will report directly to a Senior Manager
  • You will be involved in the preparation of tax returns, and in the administration of the portfolio to include:
  • The allocation of work includes preparation of SA returns for private clients and wealthy individuals, as well as for UK resident trusts.
    • Preparation of business tax computations
    • CGT computations on the disposal of securities, chattels and property
    • All related aspects of looking after the complex tax affairs of a variety of high net worth private clients.

The role provides a good range of work for someone with a solid basic tax background wishing to broaden his or her experience and to get involved in helping with planning.


  • Candidates should be ACA qualified and may be CTA qualified/part qualified or be willing to study for CTA or ATT qualified and willing to study for CTA.
  • Specific experience of the following is desirable but not essential – trusts, employment tax, EIS, VCT, accounts preparation, claims and elections and residence and domicile experience.
  • The ideal candidate will be committed to a career in tax and have relevant experience in a general practice firm, preferably in a Top 20 firm environment.