Tax Senior (Private Client Bias) Warrington

Georgiana Head Recruitment Limited; England; On-site; GBP 40,000 - 60,000; Full time

Job summary

A niche independent tax firm in the UK seeks a tax professional to work closely with the Tax Director. This office-based role involves completing various personal, trust, and corporate tax returns, managing client relationships, and offers clear opportunities for career progression. Ideal candidates will be ATT or CTA qualified with strong communication skills and the ability to work with high net worth individuals and businesses.

Qualifications

• Qualified with ATT or CTA, capable of completing various tax returns.
• Experience with high net worth individuals and corporate clients.
• Skills in managing own work in progress and raising fee notes.

Responsibilities

• Complete UK and Jersey Personal Tax Returns.
• Handle Trust Returns and Corporation Tax Returns.
• Support with advisory work and client queries.
• Collaborate with other departments and report to the head of tax.

Skills

Strong communication skills

Tax compliance preparation

Education

ATT or CTA qualification

Job description

Niche independent firm seeks a key new hire. In this role you will work 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. Though this firm is small its client base is fantastic, including HWW individuals and families, landed estates, trusts, owner managed businesses and entrepreneurs many of who have large international businesses.

In this role you can become an integral member of the firm with a view of career progression, whilst building on existing technical skills and client relationships. This position is office based, the office is on the outskirts of Warrington.
Day to day you will be involved in the:

• Completion of UK and Jersey Personal Tax Returns for your own portfolio of clients comprising 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
• Completion of 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.
• Reporting to head of tax predominantly but also other staff such as directors as appropriate.

There is plenty of scope for development in this role and a clear track to manager. Would suit someone ATT or CTA qualified with strong communication skills. This a chance to work directly to the Head of Tax and have considerable input into your development.