At a Glance
- Tasks: Manage personal tax clients and work on compliance and advisory projects.
- Company: Reputable independent accountancy firm in Oxfordshire.
- Benefits: Hybrid working, 5 weeks holiday, early finish Fridays, and flexible hours.
- Other info: Great long-term progression opportunities and a commitment to diversity.
- Why this job: Join a supportive team and gain diverse experience in private client tax.
- Qualifications: Experience in personal tax and strong communication skills required.
The predicted salary is between 45000 - 52000 £ per year.
An established and highly regarded independent accountancy firm in Oxfordshire is looking to recruit a Personal Tax Senior to join its growing private client tax team. This genuinely varied role offers a mix of compliance and advisory exposure, working with owner‑managed businesses, high net worth individuals, trusts and estates.
Role
- Managing a portfolio of personal tax clients
- Preparing and reviewing self‑assessment tax returns
- Capital gains tax work
- Rental property taxation
- Trust and estate tax work
- Assisting with inheritance tax and estate planning matters
- Supporting on ad hoc advisory projects
- Liaising directly with clients and professional contacts
- Supporting junior staff where appropriate
Candidate
- Previous experience within personal tax in an accountancy practice
- Strong compliance knowledge
- The ability to manage work independently
- Good communication and client‑facing skills
- An interest in broader advisory work
- Experience with trusts, estates or probate work would be beneficial but is not essential.
Benefits
- Hybrid working (2 days WFH)
- 5 weeks holiday
- Early finish Fridays during the summer
- Flexible working patterns
- Strong long‑term progression opportunities
- Broad and interesting private client work
If you are an experienced Personal Tax Senior looking for a broader and more interesting private client role within a supportive independent firm, we would be very interested in speaking with you confidentially.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of 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 in Witney employer: PRO-TAX RECRUITMENT LIMITED
Join a highly regarded independent accountancy firm in Witney, where you will enjoy a supportive work culture that values diversity and inclusion. With flexible working patterns, hybrid options, and strong long-term progression opportunities, this role as a Personal Tax Senior offers a unique chance to engage with a varied portfolio of private clients while contributing to meaningful advisory projects. Experience a balanced work-life with early finish Fridays during the summer and five weeks of holiday, making it an excellent place for personal and professional growth.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior in Witney
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend local events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your answers to show how your experience aligns with their needs, especially in personal tax compliance and advisory work. Confidence is key!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email expressing your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Personal Tax Senior role. We love seeing candidates who take the initiative to connect directly with us. Plus, it makes tracking your application easier!
We think you need these skills to ace Personal Tax Senior in Witney
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Personal Tax Senior role. Highlight your compliance knowledge and any advisory work you've done, as this is what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about personal tax and how your previous experience makes you a great fit for our team. Keep it engaging and personal.
Show Off Your Communication Skills:Since this role involves liaising with clients, make sure your application showcases your communication skills. Whether it's through your CV or cover letter, let us see how you connect with people!
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 don’t miss out on any important updates from us!
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 and capital gains 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 Advisory Interest
Since the role involves advisory projects, express your enthusiasm for this aspect. Prepare examples of how you've contributed to advisory work in previous roles or how you would approach a hypothetical advisory situation.
✨Client Communication is Key
Demonstrate your client-facing skills by preparing to discuss how you've effectively communicated complex tax issues to clients in the past. Think of examples where you’ve built strong relationships or resolved client concerns.
✨Be Ready for Team Dynamics
As you'll be supporting junior staff and working closely with senior team members, be prepared to talk about your teamwork experiences. Highlight any mentoring you've done or how you've collaborated on projects to achieve successful outcomes.
