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 50000 - 65000 £ 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 focused on helping individuals, families, and businesses with their tax, trusts, and accounting affairs. You will be joining a firm that 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 is 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.
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.
Mixed Tax Senior in Warrington employer: Reachwork
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