At a Glance
- Tasks: Manage tax returns and client queries for high-net-worth individuals and businesses.
- Company: Niche independent firm with a fantastic client base and supportive culture.
- Benefits: Career progression, skill development, and direct mentorship from the Head of Tax.
- Other info: Office-based role in Warrington with excellent growth opportunities.
- Why this job: Join a small team making a big impact in tax services for prestigious clients.
- Qualifications: ATT or CTA qualified with strong communication skills.
The predicted salary is between 40000 - 50000 £ per year.
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 HNW individuals and families, landed estates, trusts, owner managed businesses and entrepreneurs many of whom 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 is a chance to work directly to the Head of Tax and have considerable input into your development.
Locations
Tax Senior (Private Client Bias) Warrington employer: Georgiana Head Recruitment Limited
Contact Detail:
Georgiana Head Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Senior (Private Client Bias) Warrington
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field, especially those who might know someone at the firm. A friendly chat can open doors and give you insights that a CV just can't.
✨Tip Number 2
Prepare for the interview by brushing up on your technical skills and client management strategies. Be ready to discuss how you can add value to their existing client base, especially with HNWIs and trusts.
✨Tip Number 3
Show your enthusiasm for the role! When you get the chance to speak with the team, let them know why you're excited about working with high-quality tax services and how you see yourself growing within the firm.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and shows you’re serious about joining the team. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Tax Senior (Private Client Bias) Warrington
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Tax Senior role. Highlight your experience with personal tax returns, trust returns, and any relevant qualifications like ATT or CTA.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for our team. Mention specific examples of how you've handled high-net-worth clients or complex tax situations in the past.
Showcase Your Communication Skills: Since strong communication is key in this role, make sure your application demonstrates your ability to explain complex tax matters clearly. This could be through your writing style or examples of client interactions.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Georgiana Head Recruitment Limited
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of UK and Jersey tax regulations, especially around personal tax returns and corporation tax. Being able to discuss specific cases or recent changes in tax law will show that you're not just qualified but also genuinely interested in the field.
✨Showcase Your Client Management Skills
Since this role involves dealing with high-net-worth individuals and trusts, be prepared to share examples of how you've successfully managed client relationships in the past. Highlight your communication skills and any experience you have in handling complex queries.
✨Demonstrate Team Spirit
This firm values collaboration, so be ready to talk about your experience working in teams. Share instances where you’ve worked closely with colleagues to deliver high-quality services, and how you can contribute to a positive team dynamic.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's approach to tax services and their client base. This shows your enthusiasm for the role and helps you gauge if the firm aligns with your career goals, especially regarding progression opportunities.