Private Client Tax

2 weeks ago

Liverpool, United Kingdom Clark Wood Full time

To support the Tax Manager in delivering high-quality compliance and advisory services to a portfolio of private clients, trusts, and estates. The role involves preparing personal and trust tax returns, maintaining strong client relationships, liaising with HMRC and third parties, and assisting with technical and advisory projects. This is a fantastic opportunity for someone looking to specialise and grow within private client tax. Key Responsibilities Manage tax compliance matters for a broad range of private clients, trusts, and estates, ensuring deadlines are met and service quality is consistently high. Prepare self-assessment and trust tax returns, including the collection and organisation of all necessary financial data. Establish and maintain strong relationships with clients through regular and proactive communication. Deal with correspondence from HMRC, clients, and third‑party advisors in a timely and professional manner. Support the tax and trust management team with a variety of ad hoc tasks, including both compliance and advisory work. Conduct technical research into tax legislation to support client work and maintain personal technical knowledge. Ideal Candidate Profile Experience & Skills 3–4 years’ experience in a private client tax and/or trusts‑focused role within a UK accountancy or legal environment. Adaptable and proactive, with a strong sense of personal accountability. Excellent communication and interpersonal skills; confident in building relationships with clients and colleagues. Strong numeracy and analytical skills. Meticulous attention to detail and the ability to deliver accurate, timely work under pressure. Organised and efficient with the ability to manage competing priorities. Proficient IT skills, including tax software and Microsoft Office (Word, Excel, PowerPoint, Teams). Qualifications Studying towards or qualified ATT / STEP is preferred. Candidates studying for ACA or ACCA in a mixed tax/accounts role will also be considered if keen to specialise in private client tax. Study support is available for the right candidate to progress to CTA. What’s on Offer Full study support (CTA, ATT, or STEP) Flexible/hybrid working arrangements Exposure to high-net-worth individuals, family trusts, and complex estate work Clear pathway for progression within the private client tax team Supportive and technically strong working environment Additional Information This position is ideal for candidates with relevant experience in UK-based private client tax or trust work. For further information on this role please contact David Elliot at Clark Wood – david@clark-wood.co.uk / DD: +44 (0) 117 329 1058 | Mobile: +44 (0) 7358 908463 This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position. #J-18808-Ljbffr

  • Private Client Tax Partner

    3 days ago

    Liverpool, United Kingdom Taxation Full time

    Private Client Tax Partner Top 20 Accountancy firm, Manchester or Liverpool Package: £120,000 - £150,000 + Benefits + Equity We are currently working with a leading accountancy firm in the North who are looking to make a strategic hire in their private client tax team. This firm has ambitious growth plans across the UK and in the North, servicing an...

  • Private Client Tax Advisor

    2 days ago

    Liverpool, United Kingdom Taylor Rose Recruitment Ltd Full time

    Due to continued growth, we have been instructed on a unique Private Client Tax Advisor opportunity on behalf of our client in Liverpool.Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.The role is 100% advisory (no compliance), working with an impressive client base ranging from HNWIs, UHNWIs,...

  • Private Client Tax Partnerships Associate Director

    5 days ago

    Liverpool, United Kingdom Advanced Resource Managers Full time

    Private Client Tax Partnerships Associate Director Liverpool (Hybrid) Competitive salary with market leading benefits Private Client Tax Associate Director - Partnerships A leading national advisory firm is seeking an experienced tax professional to join its Private Client team as an Associate Director, specialising in Partnerships Tax. This is an excellent...

  • Private Client Tax Partnerships Associate Director

    1 day ago

    Liverpool, United Kingdom Advanced Resource Managers Full time

    Private Client Tax Partnerships Associate Director Liverpool (Hybrid) A leading national advisory firm is seeking an experienced tax professional to join its Private Client team as an Associate Director, specialising in Partnerships Tax. This is an excellent opportunity for a senior tax specialist to take on a strategic and client-facing leadership role,...

  • Tax Senior

    2 days ago

    Liverpool, United Kingdom Hanami International Full time

    Do you see yourself at one of the most reputable accounting firms in Liverpool? A highly prestigious accounting practice is looking for a skilled Private Client Tax Senior / Supervisor About the company: Take your career to the next level at a top 30 firm offering some of the highest salaries for this level. You will quickly feel extreme pride in the...

  • Tax Senior

    2 days ago

    Liverpool, United Kingdom Hanami International Full time

    **Job description**: Do you see yourself at one of the most reputable accounting firms in Liverpool? A highly prestigious accounting practice is looking for a skilled Private Client Tax Senior / Supervisor About the company: Take your career to the next level at a top 30 firm offering some of the highest salaries for this level. You will quickly feel extreme...

  • Director, Private Client Tax – Partnerships

    2 days ago

    Liverpool, United Kingdom Advanced Resource Managers Full time

    A leading national advisory firm in the United Kingdom seeks an experienced Associate Director specializing in Partnerships Tax. The role is hybrid and involves managing a diverse portfolio of clients, leading advisory projects, and collaborating with senior teams. Ideal for a Private Client Tax Senior Manager aiming for career advancement. Strong knowledge...

  • Private Client Tax Partner

    3 days ago

    Liverpool, United Kingdom Taxation Full time

    A leading accountancy firm in the UK seeks a Private Client Tax Partner to manage a portfolio of high-net-worth individuals. The role involves providing bespoke tax planning, leading the tax team, and ensuring compliance with tax regulations. Candidates must be ACA/CTA qualified with significant experience in private client tax and a proven track record in...

  • Private Client Tax Assistant/semi Senior

    2 weeks ago

    Liverpool, United Kingdom Taylor Hawkes Ltd Full time

    Taylor Hawkes are currently recruiting for a Top 50 Accountancy Practice, who are looking for a Private Client Semi-Senior for their Liverpool Office. My client are a market leading accounting, tax and advisory practice, whose services include audit, assuranceand business advisory services, as well as advice on corporate and personal tax matters. As a...

  • Private Equity Tax Director

    4 days ago

    Liverpool, United Kingdom Grant Thornton UK Full time

    A leading professional services firm seeks an Associate Director for its Private Equity tax team in Liverpool. The role involves advising clients on various tax issues, managing a team of specialists, and fostering business growth. Ideal candidates will have professional qualifications, a strong background in tax, and experience in managing private equity...