Private Client Tax Manager

TN United Kingdom; Warrington; On-site; GBP 40,000 - 60,000; Full time

Job summary

An established industry player in Warrington is seeking a dedicated tax professional to join their friendly and supportive team. This role offers the chance to work closely with the Tax Director, providing high-quality tax services to a diverse portfolio of clients, including HNWIs and corporate entities. You will have the autonomy to manage your own client relationships while contributing to a collaborative environment. With a focus on career progression, this position is ideal for someone looking to enhance their technical skills and make a meaningful impact in the field of tax and accounting.

Benefits

Competitive Salary

Excellent Pension

Friendly Work Environment

Career Progression Opportunities

Qualifications

• Good working knowledge of personal tax and trusts.
• Ideally CTA qualified, but could be qualified by experience.

Responsibilities

• Completion of UK and Jersey Personal Tax Returns for clients.
• Managing own WIP and raising fee notes for portfolio of clients.

Skills

Personal Tax Knowledge

Trusts Knowledge

Client Relationship Management

Excellent Communication Skills

Adaptability

Education

CTA Qualification

Qualified by Experience

Tools

CCH Central

Job description

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Your newpany

This is a great opportunity to join a niche and well-established practice in Warrington which is focused on helping individuals, families, and businesses with their tax, trusts, and accounting affairs.

You will be joining a firm which offers strategic advice and a friendly environment that enables its clients to protect their wealth for future generations.

Your new role

Working closely with the Tax Director as part of a team that delivers high-quality tax services to a range of both Personal, Trust, and Corporate Clients, you will be an integral member of the firm with a view to career progression, whilst building on existing technical skills and client relationships.

• Completion of UK and Jersey Personal Tax Returns for your own portfolio of clients consisting of HNWIs / Partners, Directors, and Self-Employed.
• Completion of Trust Returns
• Completion of Corporation Tax Returns for both UK and Jersey Resident companies
• Completion of P11D’s and ATED returns
• Dealing with general queries from clients and HMRC
• Assisting with advisory work
• Managing own WIP and raising fee notes for portfolio of clients
• Liaising with other departments within the office.

What you'll need to succeed

• Good working knowledge of personal tax and trusts, ideally CTA qualified, but could be qualified by experience
• Knowledge of CCH Central an advantage
• Proactive at managing existing client relationships and developing new ones
• Adaptable, organised, and able to work independently
• Excellent communication skills both oral and written
• Flexible approach to work – a pitch in to support other departments if needed

What you'll get in return

You will be working in a friendly and supportive environment, with a vastly experienced Tax Director, with a great deal of autonomy and flexibility. There is a competitive salary on offer with an excellent pension.