Private Client Senior

Michael Page Finance; Lancashire; Sur place; GBP 32 000 - 43 000; Plein temps

Avantages offerts par ce poste

Benefits package

Résumé du poste

Michael Page Finance is seeking a Private Client Tax Associate to support the Private Client Advisory Team on advisory projects and assist with personal tax returns during peak periods. You will help ensure compliance with UK tax regulations, respond to client queries, and develop strong technical knowledge across tax advisory work, using CCH, Microsoft Office and other practice systems.

This permanent role in Manchester offers a salary between £32,000 and £42,500 depending on experience, plus a

Qualifications

• Strong client communication skills and ability to manage queries professionally.
• Excellent organisational skills with ability to manage workloads and budgets.
• High attention to detail with ability to identify risks and escalation points.
• Interest in tax advisory work and developing technical expertise across projects.
• Commitment to staying up to date with tax legislation and standards.
• Confident using tax and business software including MS Office and practice management systems.
• Collaborative team player, sharing knowledge and supporting colleagues.

Responsabilités

• Deliver high-quality client service and manage queries professionally; escalate when needed.
• Work efficiently to meet budgets and deadlines and identify process improvements.
• Prepare accurate work with attention to detail and resolve review points.
• Support tax advisory projects and apply experience to deliver solutions.
• Develop and maintain technical knowledge on tax legislation and industry developments.
• Use tax and business software (CCH, MS Office, and others) effectively.
• Contribute to team success by sharing knowledge and supporting colleagues.

Connaissances

Client communication

Organisation

Attention to detail

Tax advisory interest

Tax legislation knowledge

Microsoft Office proficiency

Team collaboration

Outils

CCH

Practice management systems

Microsoft Office

Description du poste

As a Private Client Tax Associate, you will support the Private Client Advisory Team on a range of advisory projects while also assisting with the preparation of personal tax returns during peak periods. You will help ensure compliance with UK tax regulations, respond to client queries, and support clients in managing their personal tax affairs effectively.

Client Details

The organisation operates in Professional Services in Manchester.

Description

• Deliver high-quality client service, managing queries professionally and escalating issues where appropriate.
• Work efficiently to meet budgets and deadlines, identifying opportunities to improve processes and performance.
• Prepare accurate work with attention to detail, resolving review points and recognising potential risks early.
• Support tax advisory projects and apply previous experience to deliver practical solutions.
• Develop and maintain strong technical knowledge, staying up to date with relevant tax legislation and industry developments.
• Confidently use tax and business systems, including CCH, Microsoft Office, and other key software platforms.
• Contribute to team success by sharing knowledge, supporting colleagues, and adhering to firm-wide processes, values, and objectives.

Profile

A successful 'Private Client Senior' should have:

• Have strong client communication skills, with the confidence to manage queries professionally and build effective relationships.
• Demonstrate excellent organisational skills, with the ability to manage workloads, meet deadlines, and work within budgets.
• Possess strong attention to detail and the ability to identify risks, issues, and areas requiring escalation.
• Have an interest in tax advisory work and be keen to develop their technical expertise across a range of projects.
• Be committed to staying up to date with tax legislation and maintaining high technical standards.
• Be confident using tax and business software, including Microsoft Office and practice management systems.
• Be a collaborative team player who enjoys sharing knowledge, supporting colleagues, and contributing to a positive team culture.

Job Offer

• Permanent Private Client Senior position based in Manchester.
• Salary of £32,000 to £42,500, dependent on the level of experience.
• Benefits package.