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Permanent

Private Client Tax Senior

Liverpool
money-bag 35000.00-35000.00 Annual
Posted 3 days ago

Private Client Tax Senior (Trusts and Estates Focus)Liverpool£35,000 - £40,000 (hybrid working and wider benefits)Join a highly respected and growing regional firm in their Liverpool office as a Private Client Tax Senior, with a special focus on Trusts and Estates.This role sits within a dynamic tax team that advises a wide range of private clients, including high-net-worth individuals, family estates, and trusts.If you''re an experienced personal tax professional with a solid grounding in trust taxation, this is an outstanding opportunity to deepen your technical knowledge while advancing your career in a supportive environment.Your new role:Manage the preparation and submission of self-assessment tax returns for individuals, trusts, and estates.Ensure full compliance with Trust Registration Service and handle Inheritance Tax event reporting.Handle a range of client and third-party correspondence, including communications with HMRC.Build and maintain strong relationships with clients through consistent, high-quality service.Assist the Senior Trust and Estates Manager with ad hoc advisory and compliance tasks.Why join this firm?Become part of a close-knit tax team within a well-established, growing practice.Work directly with senior leaders who will support your professional development.Exposure to a variety of private client matters with increasing complexity.Study support available for CTA or further STEP qualification.Join a values-driven firm where integrity, ..... full job details .....

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