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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:
* 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
The Successful Applicant
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
What's on 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)
* 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
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