Personal Tax Senior

Clark Wood - Tax Recruitment; Warrington; On-site; GBP 40,000 - 60,000; Full time

Job summary

An established firm in Warrington is seeking an experienced Tax Senior to join their dynamic team. This role offers the chance to manage a diverse client portfolio while working closely with the Tax Director to deliver high-quality tax services. With a focus on personal tax and trust knowledge, this position is ideal for an ambitious professional looking to advance their career in a supportive environment. Enjoy competitive salary, generous annual leave, and excellent career development prospects in a collaborative team setting. If you're ready to take the next step, this opportunity is perfect for you.

Benefits

25 days annual leave plus bank holidays

Great location with on-street parking

Collaborative team environment

Career development prospects

Qualifications

• 3-5 years of experience in tax within an accountancy practice.
• Strong personal tax and trust knowledge, ideally CTA qualified.

Responsibilities

• Prepare UK and Jersey Personal Tax Returns for HNWIs and corporate clients.
• Manage a diverse client portfolio and handle client queries.

Skills

Personal Tax Knowledge

Trust Knowledge

Client Management

Communication Skills

Adaptability

Education

CTA Qualification

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]
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