Description
Crowe Watson Recruitment is delighted to be working with a highly respected and forward-thinking firm of Chartered Accountants in Lancaster, assisting in the recruitment of a Private Client Tax Senior. This is an excellent opportunity to join a firm that truly values its team, offering a supportive working environment, flexible working arrangements, company pension, and much more. The role will provide excellent exposure to a varied portfolio of private clients, with opportunities for career progression and continued professional development.
The successful candidate will be responsible for managing their own portfolio of high-net-worth individuals, business owners, and other private clients, handling a mix of compliance and advisory work. The firm prides itself on delivering exceptional client service, and you will be supported by a knowledgeable and collaborative tax team. You’ll also have the chance to work on complex tax planning assignments including inheritance tax, capital gains tax, and trust matters.
Crowe Watson is proud to partner with firms that invest in people and help them reach their potential. Whether you're a seasoned tax professional or someone looking to take the next step in your career, this role offers a clear progression path in a reputable and growing firm. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we'd love to hear from you.
Responsibilities:
Managing a portfolio of private clients
Preparation and review of self-assessment tax returns
Providing tax planning and advisory support
Supporting junior team members
Liaising with HMRC and other third parties
Assisting Partners with ad hoc advisory projects
Requirements:
ATT/CTA qualified or equivalent experience
Strong technical knowledge of personal tax
Excellent communication and client relationship skills
Ability to work independently and as part of a team
Must have previous experience working within a UK Practice environment
Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience.
The successful candidate will be responsible for managing their own portfolio of high-net-worth individuals, business owners, and other private clients, handling a mix of compliance and advisory work. The firm prides itself on delivering exceptional client service, and you will be supported by a knowledgeable and collaborative tax team. You’ll also have the chance to work on complex tax planning assignments including inheritance tax, capital gains tax, and trust matters.
Crowe Watson is proud to partner with firms that invest in people and help them reach their potential. Whether you're a seasoned tax professional or someone looking to take the next step in your career, this role offers a clear progression path in a reputable and growing firm. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we'd love to hear from you.
Responsibilities:
Managing a portfolio of private clients
Preparation and review of self-assessment tax returns
Providing tax planning and advisory support
Supporting junior team members
Liaising with HMRC and other third parties
Assisting Partners with ad hoc advisory projects
Requirements:
ATT/CTA qualified or equivalent experience
Strong technical knowledge of personal tax
Excellent communication and client relationship skills
Ability to work independently and as part of a team
Must have previous experience working within a UK Practice environment
Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience.