At a Glance
- Tasks: Manage personal tax portfolios and support senior team members on advisory projects.
- Company: Respected independent accountancy practice with a friendly and flexible culture.
- Benefits: Hybrid working, 5 weeks holiday, early finish Fridays, and long-term progression opportunities.
- Other info: Flexible working arrangements and a commitment to diversity and inclusion.
- Why this job: Join a supportive team and gain diverse experience in personal tax and advisory work.
- Qualifications: Personal tax experience within practice and strong communication 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.
If you are looking for a more varied and flexible Personal Tax Senior opportunity within a supportive independent firm, I 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 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
As a respected independent accountancy practice in Chipping Norton, we pride ourselves on fostering a friendly and flexible work environment that prioritises employee well-being and professional growth. Our team enjoys the benefits of hybrid working, generous holiday allowances, and the opportunity to engage with a diverse range of private client matters, all while being supported in their career development within a collaborative culture. Join us to experience a rewarding role that values your contributions and encourages a balanced work-life dynamic.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior - Chipping Norton
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Pro-Tax, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Personal Tax Senior - Chipping Norton
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Pro-Tax's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Pro-Tax. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Pro-Tax!
How to prepare for a job interview at Pro-Tax
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Pro-Tax.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Pro-Tax. It helps to show our commitment!
