Private Client Tax Senior

Private Client Tax Senior

Warrington Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join a team delivering top-notch tax services to personal and corporate clients.
  • Company: A niche practice in Warrington focused on tax, trusts, and accounting for individuals and businesses.
  • Benefits: Enjoy a friendly work environment, competitive salary, excellent pension, and flexible working options.
  • Why this job: Great opportunity for career progression while building client relationships in a supportive setting.
  • Qualifications: Good knowledge of personal tax and trusts; CTA qualified or equivalent experience preferred.
  • Other info: Work closely with an experienced Tax Director and manage your own client portfolio.

The predicted salary is between 36000 - 60000 £ per year.

This is a great opportunity to join a niche and well-established practice 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.

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.

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.

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.

If you’re interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn’t quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Private Client Tax Senior employer: Hays Taxation

Joining this well-established practice in Warrington means becoming part of a supportive and friendly work culture that prioritises employee growth and development. With a focus on high-quality tax services, you will have the opportunity to work closely with experienced professionals, enjoy a competitive salary and excellent pension benefits, while also gaining the autonomy to manage your own client portfolio and build meaningful relationships.
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Contact Detail:

Hays Taxation Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Senior

✨Tip Number 1

Network with professionals in the tax and accounting field, especially those who work with high-net-worth individuals. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the firm’s culture.

✨Tip Number 2

Familiarise yourself with the latest tax regulations and practices, particularly those related to personal tax and trusts. This will not only boost your confidence but also demonstrate your commitment to staying updated in the field.

✨Tip Number 3

Prepare to discuss your experience managing client relationships during the interview. Think of specific examples where you successfully developed or maintained client connections, as this is crucial for the role.

✨Tip Number 4

Showcase your adaptability by being ready to discuss how you've supported other departments in previous roles. This will highlight your team spirit and willingness to contribute beyond your immediate responsibilities.

We think you need these skills to ace Private Client Tax Senior

Knowledge of UK Personal Tax and Trusts
CTA Qualification or equivalent experience
Experience with CCH Central
Client Relationship Management
Excellent Oral and Written Communication Skills
Proactive Problem-Solving
Organisational Skills
Ability to Work Independently
Flexibility in Supporting Other Departments
Attention to Detail
Time Management
Understanding of Corporation Tax Returns
Experience with P11D and ATED Returns
Advisory Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in personal tax, trusts, and client relationship management. Emphasise any qualifications like CTA or equivalent experience that align with the job requirements.

Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the firm. Mention specific experiences that demonstrate your ability to manage client portfolios and your proactive approach to developing relationships.

Highlight Communication Skills: Since excellent communication skills are crucial for this role, provide examples in your application that illustrate your ability to communicate effectively with clients and colleagues, both orally and in writing.

Showcase Adaptability: In your application, mention instances where you have successfully adapted to changing circumstances or supported other departments. This will demonstrate your flexibility and willingness to contribute to the team.

How to prepare for a job interview at Hays Taxation

✨Showcase Your Tax Knowledge

Make sure to brush up on your knowledge of personal tax and trusts, as this role requires a solid understanding of these areas. Be prepared to discuss specific cases or scenarios where you've successfully navigated tax issues.

✨Demonstrate Client Relationship Skills

Since the role involves managing client relationships, think of examples where you've built or maintained strong relationships with clients. Highlight your proactive approach and how you’ve developed new business opportunities in the past.

✨Prepare for Technical Questions

Expect technical questions related to UK and Jersey tax returns, including P11Ds and ATED returns. Familiarise yourself with the latest regulations and be ready to explain your thought process when handling complex tax situations.

✨Exhibit Strong Communication Skills

As excellent communication is key in this role, practice articulating your thoughts clearly and concisely. Prepare to discuss how you would handle general queries from clients and HMRC, showcasing your ability to communicate effectively in various situations.

Private Client Tax Senior
Hays Taxation
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  • Private Client Tax Senior

    Warrington
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-04-20

  • H

    Hays Taxation

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