Private Client Senior

Michael Page

Manchester

On-site

GBP 32,000 - 43,000

Full time

24 hours ago
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Benefits offered by this job

Salary £32,000–£42,500 per year
Permanent position in Manchester
Benefits package

Job summary

Michael Page is seeking a Private Client Tax Associate to support the Private Client Advisory Team in Manchester. You will assist with advisory projects and help prepare personal tax returns during peak periods, ensuring compliance with UK tax regulations and responding to client queries.

You will use tax software such as CCH and Microsoft Office, develop technical knowledge, manage workloads, meet deadlines, and contribute to a collaborative team culture while delivering practical tax solutions.

Qualifications

  • Strong client communication and relationship-building abilities.
  • Excellent organisational skills to manage workloads and deadlines.
  • Attention to detail with risk awareness and accuracy.
  • Interest in tax advisory work and ongoing technical development.

Responsibilities

  • Support Private Client Advisory Team on advisory projects.
  • Assist with preparation of personal tax returns during peak periods.
  • Respond to client queries and ensure regulatory compliance.
  • Develop technical knowledge and stay updated on tax legislation.
  • Use tax and business software, including CCH and MS Office.
  • Collaborate with the team and share knowledge to improve processes.
  • Contribute to firm-wide processes and uphold values.

Skills

Client communication
Organisational skills
Attention to detail
Interest in tax advisory
Technical tax knowledge
Team collaboration

Tools

CCH
Microsoft Office
Practice management systems

Job description

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.
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