1. Join a growing team and firm
2. Join a firm which values building and growing client relationships
About Our Client
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.
Job 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:
3. Complex trust structures including multiple Jersey-resident trusts, each with separate accounts
4. Ten UK trusts, where trust accounts are prepared by external accountants
5. Clients across Shropshire, Derbyshire, Wales, and London
6. Close liaison with client advisors to ensure seamless tax compliance and planning
The Successful Applicant
What You'll Bring:
7. Proven experience in personal tax compliance and advisory, ideally with trust and estate clients
8. Strong technical knowledge and confidence handling complex trust arrangements
9. Ability to manage a diverse client portfolio and develop relationships at all levels
What's on Offer
Why Join?
10. Study support to further your professional development
11. Close team environment and a fully office based team
12. Pension scheme starting at 3%, increasing annually by 1% until capped at 7%
13. Standard working hours of 9am-5pm with a one-hour lunch break (35 hours per week)
14. Generous holiday entitlement: 25 days plus bank holidays
15. 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