At a Glance
- Tasks: Manage personal tax portfolios and support senior team members on advisory projects.
- Company: Respected independent accountancy practice with a friendly, flexible environment.
- Benefits: Hybrid working, 5 weeks holiday, early finish Fridays, and long-term progression opportunities.
- Other info: Inclusive workplace welcoming applicants from all backgrounds.
- Why this job: Gain diverse experience in personal tax while working with high-quality clients.
- Qualifications: Personal tax experience within practice and strong organisational skills.
The predicted salary is between 45000 - 52000 £ per year.
A respected independent accountancy practice in Chipping Norton is looking to add a Personal Tax Senior to its private client team. This opportunity would suit somebody looking for a broader and more varied personal tax role within a friendly and flexible environment, with exposure to both compliance and advisory work across a high-quality client base.
The role offers involvement in a wide range of private client matters including HNW individuals, trusts, estates, CGT and inheritance tax work.
The Role
- Manage your own portfolio whilst supporting senior members of the tax team on more technical planning and advisory assignments.
- Preparing and reviewing self-assessment tax returns.
- Managing personal tax client relationships.
- Capital gains tax work.
- Rental property taxation.
- Assisting with trusts and estate tax matters.
- Supporting inheritance tax and estate planning projects.
- Liaising with clients and professional contacts.
- Supporting junior staff where appropriate.
About the Firm
The firm has built an excellent reputation locally and offers a more personable and flexible environment than many larger practices. The tax department works closely together and handles a broad range of private client work, including trusts, estates and probate-related matters. People are trusted to work independently and manage their workload sensibly, without excessive hierarchy or micromanagement.
About You
The firm would consider ATT, CTA, part‑qualified or qualified by experience candidates with strong personal tax exposure gained within practice. They are ideally looking for somebody with:
- Personal tax experience within accountancy practice.
- Good compliance knowledge.
- Strong organisational and communication skills.
- The ability to manage work independently.
- An interest in developing wider advisory exposure over time.
- Trusts and estates experience would be beneficial but is not essential.
Benefits
- Hybrid working (2 days WFH).
- 5 weeks holiday.
- Early finish Fridays during the summer.
- Flexible working arrangements.
- Interesting and varied private client work.
- Long‑term progression opportunities.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Personal Tax Senior - Chipping Norton employer: PRO-TAX RECRUITMENT LIMITED
Join a respected independent accountancy practice in Chipping Norton, where you will thrive in a friendly and flexible environment that values your contributions. With a focus on personal tax, you'll enjoy a varied role managing your own portfolio while benefiting from hybrid working, early finish Fridays in summer, and long-term progression opportunities. The firm fosters a collaborative culture, allowing you to develop your skills in both compliance and advisory work, all while being part of a diverse team committed to inclusivity.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior - Chipping Norton
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend local events, and don’t be shy about letting people know you’re on the lookout for a Personal Tax Senior role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your personal tax knowledge. Be ready to discuss compliance and advisory work, especially around CGT and inheritance tax. Show them you’re not just a candidate, but the candidate they need!
✨Tip Number 3
Don’t forget to showcase your soft skills! Communication and organisation are key in this role, so think of examples from your past experiences that highlight these abilities. We want to see how you can manage client relationships effectively.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining a firm that values flexibility and a friendly environment. Let’s get you that Personal Tax Senior position!
We think you need these skills to ace Personal Tax Senior - Chipping Norton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the personal tax experience and skills mentioned in the job description. Highlight your compliance knowledge and any relevant advisory work you've done, as this will show us you're a great fit for the role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're excited about this opportunity. Share specific examples of your past work in personal tax and how it aligns with what we do at our firm. A personal touch goes a long way!
Showcase Your Communication Skills:Since managing client relationships is key in this role, make sure to demonstrate your strong communication skills in your application. Whether it's through your writing style or examples of past interactions, let us see how you connect with clients.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our firm and culture!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Tax Stuff
Brush up on your personal tax knowledge, especially around self-assessment returns, CGT, and inheritance tax. Be ready to discuss specific cases or scenarios you've handled in the past, as this will show your practical experience and understanding of the role.
✨Show Your People Skills
Since you'll be managing client relationships, it's crucial to demonstrate your communication skills. Prepare examples of how you've successfully interacted with clients or resolved issues in previous roles. This will highlight your ability to work independently while still being approachable.
✨Ask Smart Questions
Prepare thoughtful questions about the firm’s approach to personal tax and their client base. This shows your genuine interest in the role and helps you understand if the firm’s culture aligns with your values, especially regarding flexibility and teamwork.
✨Highlight Your Growth Mindset
Express your eagerness to develop your advisory skills over time. Share any relevant experiences where you've taken the initiative to learn or adapt, as this aligns with the firm's commitment to long-term progression and a supportive environment.
