Personal Tax Senior

Are you a motivated Personal Tax professional looking to take the next step in your career? An established and forward-thinking accountancy firm is seeking a Personal Tax Senior to join their growing team. This is a fantastic opportunity to work closely alongside the Personal Tax Director and contribute to expanding their client base and service offering.

Client Details

The employer is a professional services firm with a well-established reputation for delivering high-quality tax and accounting solutions. They are a small-sized organisation based in Warrington, offering a supportive environment for professional growth.

Description

About the Role:

You will be responsible for managing a varied portfolio of clients, including Jersey-resident trusts, offshore trusts, land and estates, and high-net-worth individuals. The client base spans diverse sectors-from family trusts and beneficiary affairs to innovative enterprises such as a fashion agent producing ocean-plastic clothing lines and a local brewery.

You will be working with:

• Complex trust structures including multiple Jersey-resident trusts, each with separate accounts
• Ten UK trusts, where trust accounts are prepared by external accountants
• Clients across Shropshire, Derbyshire, Wales, and London
• Close liaison with client advisors to ensure seamless tax compliance and planning

Profile

What You'll Bring:

• Proven experience in personal tax compliance and advisory, ideally with trust and estate clients
• Strong technical knowledge and confidence handling complex trust arrangements
• Ability to manage a diverse client portfolio and develop relationships at all levels

Job Offer

Why Join?

• Study support to further your professional development
• Close team environment and a fully office based team
• Pension scheme starting at 3%, increasing annually by 1% until capped at 7%
• Standard working hours of 9am-5pm with a one-hour lunch break (35 hours per week)
• Generous holiday entitlement: 25 days plus bank holidays
• Early finish on Christmas Eve and New Year's Eve

This is a fantastic opportunity for a Personal Tax Senior in the professional services industry to advance their career. If you're based in or near Warrington and meet the criteria, we encourage you to apply today