Private Client Senior - Crowe Watson Recruitment : Job Details

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.

Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience.

• 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

• 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 a minimum of 2 years previous experience working within a UK Practice environment