At a Glance
- Tasks: Manage personal tax clients and work on compliance and advisory projects.
- Company: Reputable independent accountancy firm with a relaxed, collaborative culture.
- Benefits: Hybrid working, 5 weeks holiday, early finish Fridays, and strong progression opportunities.
- Other info: Open to various backgrounds; commitment to diversity and inclusion.
- Why this job: Join a supportive team and work on diverse private client cases.
- 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 is a genuinely varied private client role offering a mix of compliance and advisory exposure, with clients ranging from owner‑managed businesses and high‑net‑worth individuals through to trusts and estates. The firm has built a strong reputation locally and offers a more relaxed, collaborative environment than many larger practices, whilst still providing excellent quality work and long‑term progression opportunities.
Role
You will work closely with senior members of the tax team on a varied portfolio of private clients, managing compliance work whilst also gaining increasing exposure to advisory projects. Responsibilities will include:
- 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
Firm
The tax team is led by highly experienced private client specialists with strong expertise across trusts, estates, probate and tax planning work. The environment is supportive but independent, with people trusted to manage their own workload without excessive micromanagement. The firm offers hybrid working, flexibility around hours where needed, and a strong work‑life balance culture.
Candidate
The firm is open-minded on background and qualifications. The successful candidate could be ATT/CTA qualified, qualified by experience, or part‑qualified with strong practical exposure. They are ideally looking for somebody with:
- 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
- Genuine flexibility around 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 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 in Witney employer: Pro-Tax
Join a highly regarded independent accountancy firm in Witney, where you will thrive in a relaxed and collaborative environment that prioritises work-life balance and employee well-being. With a strong focus on personal development, the firm offers excellent long-term progression opportunities and a diverse portfolio of private clients, ensuring your role as a Personal Tax Senior is both meaningful and rewarding.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior in Witney
✨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 in Witney
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!
