Personal Tax Senior

Clark Wood; Warrington; On-site; GBP 35,000 - 55,000; Full time

Job summary

A well-established firm in Warrington is seeking an experienced Tax Senior to manage a diverse portfolio while supporting client needs. This role offers career development within a collaborative environment, making it an excellent opportunity for tax professionals looking to advance in a reputable firm.

Benefits

25 days annual leave plus bank holidays

Great location with on-street parking

Collaborative and supportive team environment

Qualifications

• 3-5 years' experience in tax within an accountancy practice.
• Strong personal tax and trust knowledge.
• Ability to manage a portfolio independently.

Responsibilities

• Prepare UK and Jersey Personal Tax Returns.
• Complete Trust Returns, Corporation Tax Returns, and P11Ds.
• Manage client queries and provide advisory assistance.

Skills

Communication

Proactivity

Adaptability

Education

CTA qualified

Tools

CCH Central

Job description

Clark Wood is working on behalf of a well-established firm in Warrington, seeking an experienced Tax Senior to join their growing team.

This is a fantastic opportunity for an ambitious tax professional to manage a diverse client portfolio while progressing within a supportive environment.

The Role:
As a Tax Senior, you will work closely with the Tax Director to deliver high-quality tax services to a variety of high-net-worth individuals, trusts, and corporate clients.

Your key responsibilities will include:

•Preparing UK and Jersey Personal Tax Returns for HNWIs, Partners, Directors, and the Self-Employed.

•Completing Trust Returns, Corporation Tax Returns, P11Ds, and ATED returns.

•Handling client and HMRC queries and assisting with advisory work.

•Managing your own portfolio, WIP, and fee notes, while maintaining and developing strong client relationships.

•Collaborating with other departments and providing support where needed.

What We’re Looking For:

•Strong personal tax and trust knowledge – ideally CTA qualified.

•3-5 years' experience working in tax within an accountancy practice.

•Ability to manage a portfolio of clients independently.

•Excellent communication skills and a proactive, adaptable approach.

•Knowledge of CCH Central (advantageous).

•A driving license is preferable.

What’s on Offer:

•Competitive salary (dependent on experience).

•25 days annual leave plus bank holidays.

•Great location with on-street parking.

•A collaborative, supportive team with excellent career development prospects.

This is an exciting opportunity for a tax professional looking to take the next step in their career within a highly regarded firm.

If you're interested, apply today or get in touch with Will Langdon at Clark Wood for more information - 07920 557121 / [e-mail]