At a Glance
- Tasks: Manage tax returns and provide strategic advice to clients in a supportive team.
- Company: Established practice in Warrington focused on client wealth protection.
- Benefits: Competitive salary, excellent pension, and flexible working environment.
- Other info: Great career progression opportunities with a supportive Tax Director.
- Why this job: Join a friendly team and develop your skills while making a real impact.
- Qualifications: Knowledge of personal tax and trusts; CTA qualified preferred but experience counts.
The predicted salary is between 40000 - 50000 Β£ per year.
Your new company
This is a great opportunity to join a well-established practice as a Mixed Tax Senior in Warrington which is focussed 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 become 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.
Contact Details:
Hays Accountancy and Finance Recruitment Team