Your newpany
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.
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 be an integral member of the firm with a view to career progression, whilst building on existing technical skills and client relationships.
•pletion of UK and Jersey Personal Tax Returns for your own portfolio of clients consisting of HNWIs / Partners, Directors and Self-Employed.
•pletion of Trust Returns
•pletion of Corporation Tax Returns for both UK and Jersey Residentpanies
•pletion 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
• Excellentmunication 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 apetitive salary on offer with an excellent pension.