Private Client Tax Senior

Pro-Tax; Warrington; On-site; GBP 35,000 - 45,000; Full time

Job summary

A boutique tax firm in Warrington is seeking a Private Client Tax Senior to manage a portfolio of high-net-worth individuals and trusts. The role includes handling personal tax compliance and offering advisory services. Candidates should have a strong knowledge of personal tax and experience with private clients. This is a chance to join a reputable firm undergoing growth and renovation, offering development into a managerial role.

Benefits

25 days annual leave plus extra time off over Christmas and New Year

On-street parking

Potential for managerial development

Qualifications

• Good knowledge of personal tax, ideally with some exposure to trusts and estates.
• Experience working with private clients or family businesses in a professional services environment.
• Flexibility to work mostly from the office, with ad hoc home working when needed.

Responsibilities

• Manage a portfolio of high-net-worth individuals, family trusts, and long-standing client businesses.
• Handle personal tax compliance including self-assessment and trust tax returns.
• Get involved in client advisory work, especially around trusts and inheritance tax.

Skills

Knowledge of personal tax

Exposure to trusts and estates

Experience with private clients

Collaborative approach

Job description

Private Client Tax Senior | Warrington | £35,000 - £45,000

An excellent opportunity has arisen to join a long-established and highly respected boutique tax firm in Warrington, working closely with the Tax Director. This firm is known for its deep client relationships – many going back over 50 years – and a traditional yet evolving culture. With the firm currently undergoing office renovations and planning for future growth, this is an exciting time to join and play a key role in its development.

As a Private Client Tax Senior, you will:

• Work directly alongside the Tax Director to manage a portfolio of high-net-worth individuals, family trusts, and long-standing client businesses.
• Handle personal tax compliance, including self-assessment tax returns and trust tax returns.
• Get involved in client advisory work, particularly around trusts, estate planning, and inheritance tax (as your experience allows).
• Take on increasing responsibility, with the opportunity to develop into a managerial role as the firm grows.

Why join this firm?

• Join a small, close-knit team with a strong reputation and an extremely loyal client base, some dating back to the 1960s.
• Be part of a firm that is discreet, trusted, and relationship-led, while also looking to modernise and grow its advisory capabilities.
• Work directly with a supportive, long-standing leadership team including a hands-on Tax Director and the firm's founder.
• Benefit from 25 days annual leave plus extra time off over Christmas and New Year, on-street parking, and an office currently being renovated for the future.
• Potential to develop into a managerial position as you grow with the firm.

What you'll need to succeed:

• Good knowledge of personal tax, ideally with some exposure to trusts and estates.
• Experience working with private clients or family businesses in a professional services environment.
• A collaborative, thoughtful approach and willingness to contribute to both compliance and advisory areas.
• Flexibility to work mostly from the office, with ad hoc home working when needed.

Interested in learning more?

For a confidential discussion or to explore how this opportunity could align with your career goals, contact Victoria Walker on 0161 5297 10 or [e-mail].

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.