Private Client Tax Adviser

2 weeks ago


Blackburn, United Kingdom DMD Recruitment LTD Full time

Our client is a leading independent, forward-thinking firm of Business Advisers based in Blackburn. They support owner-managed businesses within East Lancashire, with an extended reach across the UK and Internationally.

A well-established firm of over 90 years, they cover a whole range of business issues including tax consultancy, compliance, corporate finance, and its forensic practice, and offer unparalleled opportunities for development.

**The role**
- Responsibility for the delivery of tax compliance services to a portfolio of individuals, partnerships and trusts. Contribution to advice and work on all aspects of personal tax matters within the allocated portfolio of clients; working with a wider tax team, alongside other private client and corporate tax departments and supporting Directors within the firm.
- As the Private Client Tax Adviser you will have primary responsibility to deal with all matters relating to the delivery of personal tax compliance services.

**Responsibilities**
- Preparation and submission of annual tax returns
- Looking after day-to-day issues/queriesLiaison with HMRC and clients on all personal tax issues.
- Co-ordinating with other professional services to oversee their input into transactions and other tax advisory projects
- Developing and maintaining strong relationships with clients and understanding the client’s business in order to identify areas for the provision of tax and other services
- Provide tax advice to clients, in a supported environment
- Assisting with ad hoc project work, that may include work on P11Ds and working across teams within the private client practice
- Respond quickly to client requests/needs and keeping them informed of progress

**Technical Skills**
- 3+ years’ experience within a private client role
- Experience in preparing self-assessment tax returns for individuals, partnerships and trusts
- Proficient in undertaking research of technical legislation, HMRC manuals and guidance
- Experienced in the use of tax return software, ideally CCH
- ATT qualified

**Duties**
- Processing and reviewing tax returns
- Assisting in compliance and planning issues
- Managing and developing own portfolio of clients and providing planning advice
- Liaison with stakeholders, including clients, HMRC tax team, and Directors
- Identifying cross-servicing opportunities

You will have excellent written, oral communication and good organisation skills, attention to detail, and a motivation and drive to succeed.

As part of your business development you will be expected to attend networking events, support the marketing team and deliver presentations both internally and externally.
- Benefits
- Pension scheme
- 25 days annual leave plus bank holidays
- Hyrid working
- Employee referral bonus
- Cycle to work scheme
- Regular social events
- Employee referral bonus
- Attraction discounts
- Wellbeing initiatives and more..

**Salary**: £22,000.00-£35,000.00 per year

**Benefits**:

- Company events
- Company pension
- Cycle to work scheme
- Health & wellbeing programme
- On-site parking

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Blackburn: reliably commute or plan to relocate before starting work (required)

Work Location: In person



  • Blackburn, United Kingdom Service Care Full time

    I am currently recruiting on behalf of an Independent Private Accountancy Practice in East Lancashire for someone to be responsible for a general portfolio of personal tax clients and dealing with compliance matters including preparation and submission of annual Tax Returns of all allocated clients. You will look after day-to-day issues/queries from clients...


  • Blackburn, United Kingdom G2 Legal Limited Full time

    **Private Client Solicitor Preston £30,000 - £40,000** A regional full service law firm is looking for a Private Client Solicitor to join the growing team based in Preston in a hybrid working model. **Benefits:**: - Flexible working - Company Pension - Discretionary Bonus' - Ongoing development and training - Healthcare cover - Birthday leave off **Your...


  • Blackburn, United Kingdom Clayton Legal Full time

    Private Client Legal Secretary A leading firm in the Blackburn area are looking to recruit a Private Client Legal Secretary to join their team. They are a well established firm and specialise across a variety of law areas and have a great reputation for their expert legal knowledge and professional service. You will possess a courteous and professional...

  • Accounting/Tax Senior

    4 weeks ago


    Blackburn, Lancashire, United Kingdom Burton Recruitment Limited Full time

    Tax Senior We are seeking an experienced Tax Senior to join our highly respected Accountancy Practice client. This role primarily involves tax compliance and advisory work for individuals and the ideal candidate will be technically minded with strong attention to detail, a problem-solving mind-set and commercial understanding and good technical skills...


  • Blackburn, United Kingdom Ortus PSR Full time

    Are you a forward thinking, tech-focused financial adviser seeking an exciting opportunity with a progressive and client-focused wealth management firm? Look no further! A national IFA firm is expanding, and they want you to be part of their journey to success. Financial Adviser salary range is £50,000 - £75,000 In this role, you will be at the forefront...

  • Tax Senior Associate

    2 weeks ago


    Blackburn, Lancashire, United Kingdom Bcscpa Full time

    Blackburn, Childers & Steagall, PLC is seeking a motivated Full Time Experienced Tax Professional with at least 4+ years of experience in public accounting. As a member of our growing firm, you will experience meaningful and challenging work, recognition, competitive salaries, benefits, career development, retirement plan benefits, flexible work schedule...

  • Tax Associate

    2 weeks ago


    Blackburn, Lancashire, United Kingdom Bcscpa Full time

    Blackburn, Childers & Steagall, PLC is seeking a motivated Full Time Experienced Tax Professional with at least 4+ years of experience in public accounting. As a member of our growing firm, you will experience meaningful and challenging work, recognition, competitive salaries, benefits, career development, retirement plan benefits, flexible work schedule...


  • Blackburn, United Kingdom Lucas Mclean Recruitment Limited Full time

    Manager opportunity offering long-term career progression to Director within a modern growing Chartered Accountancy & Advisory Practice. **THE COMPANY** This growing Chartered Accountancy & Advisory Practice has an established presence in the East Lancashire area and is renowned as a leading advisor to Small Businesses and SME's. The firm has expanded its...


  • Blackburn, United Kingdom DSC Consultancy Full time

    An accountancy practice based in Blackburn is seeking an Accountancy Practice Manager to join their expanding business. The business mainly undertakes accounts preparation, audit, tax and advisory and has a strong presence throughout the North West. You will provide a key role in the accountancy practice, managing qualified and unqualified members of staff,...


  • Blackburn, United Kingdom DSC Consultancy Full time

    An accountancy practice based in Blackburn is seeking an Accountancy Practice Manager to join their expanding business. The business mainly undertakes accounts preparation, audit, tax and advisory and has a strong presence throughout the North West.You will provide a key role in the accountancy practice, managing qualified and unqualified members of staff,...


  • Blackburn, United Kingdom Venatu Recruitment Group Full time

    **Contact Centre Advisor - Halifax (HX3)** **£23,000 to £25,000 + uncapped commission** **Monday to Friday, 8:00am to 5pm (40 hours)** **What’s in it for you?** - Health scheme benefits - Competitive pension programme - 20 days holiday + 1 extra day each year until 25 days - Company laptop - Brilliant office atmosphere - New, modern office - Progression...


  • Blackburn, Lancashire, United Kingdom Venator Executive Recruitment Full time

    Our Client is looking for a ACCA/ACA Qualified Accountant in the North West. With dedicated internal trainers and regular training sessions, continuous development is ingrained in the company culture. They are committed to nurturing talent and enabling career progression amidst exciting growth prospects. Good working knowledge of UK Financial Reporting...


  • Blackburn, Lancashire, United Kingdom Venator Executive Recruitment Full time

    Our Client is looking for a ACCA/ACA Qualified Accountant in the North West. With dedicated internal trainers and regular training sessions, continuous development is ingrained in the company culture. They are committed to nurturing talent and enabling career progression amidst exciting growth prospects. Good working knowledge of UK Financial Reporting...


  • Blackburn, Lancashire, United Kingdom Venator Executive Recruitment Full time

    Our Client is looking for a ACCA/ACA Qualified Accountant in the North West. As the company expands, they're in search of outstanding candidates to join their journey. Our Client prioritises staff development, offering support for professional qualifications and fostering essential soft skills. With dedicated internal trainers and regular training...


  • Blackburn, Lancashire, United Kingdom Venator Executive Recruitment Full time

    Our Client is looking for a ACCA/ACA Qualified Accountant in the North West. As the company expands, they're in search of outstanding candidates to join their journey. Our Client prioritises staff development, offering support for professional qualifications and fostering essential soft skills. With dedicated internal trainers and regular training...


  • Blackburn, Lancashire, United Kingdom Autus HR Ltd Full time

    Driving Digital Transformation through consultancy services. A customer focused Account Manager is required by a well-respected IT Managed Services Provider. This is a genuine Account Manager role looking after a portfolio of existing accounts with recurring revenue spend. The role help these organisations develop by providing Digital Transformation...


  • Blackburn, Lancashire, United Kingdom Venator Executive Recruitment Full time

    Our Client is looking for a ACCA/ACA Qualified Accountant in the North West. As the company expands, they're in search of outstanding candidates to join their journey. Our Client prioritises staff development, offering support for professional qualifications and fostering essential soft skills. With dedicated internal trainers and regular training...


  • Blackburn, United Kingdom ASC Connections Full time

    A technical sales engineer is required for a hugely popular and well-established OEM in the cutting tool industry. The business have a global reach, with a presence on every continent. The UK-based operation has a team of sales engineers who develop both new and existing businesses across all forms of the manufacturing industry. Benefits include a salary...


  • Blackburn, United Kingdom Scoople Full time

    Our client is a well renowned Law firm that specialises in personal injury based in central Blackburn. They cover every area of personal injury from Road traffic accidents, Industrial Disease, Clinical Negligence and More. This quality firm pride themselves in the work they do in helping injured people. Due to their continued success and growth, they are...


  • Blackburn, United Kingdom ASC Connections Full time

    A technical sales engineer is required for a hugely popular and well-established OEM in the cutting tool industry.The business have a global reach, with a presence on every continent. The UK-based operation has a team of sales engineers who develop both new and existing businesses across all forms of the manufacturing industry.Benefits include a salary that...