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: Taxation
As a respected independent accountancy practice in Chipping Norton, we pride ourselves on offering a friendly and flexible work environment that fosters personal growth and professional development. Our team enjoys a collaborative culture with the opportunity to manage diverse private client matters, while benefiting from hybrid working arrangements, generous holiday allowances, and a commitment to inclusivity. Join us to experience meaningful work with a supportive team dedicated to your success.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior - Chipping Norton
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local events, join online forums, or even hit up LinkedIn. The more you engage, the better your chances of landing that Personal Tax Senior role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your personal tax experience and compliance knowledge. Share specific examples of how you've managed client relationships or tackled tricky tax issues.
✨Be Ready for the Interview
Prepare for common interview questions related to personal tax and be ready to discuss your approach to managing a portfolio. Practice makes perfect, so consider doing mock interviews with friends or colleagues.
✨Apply Through Our Website
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
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. We want to see how you fit into our friendly and flexible environment!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're interested in this role and how your background aligns with what we’re looking for. Don’t forget to mention your passion for managing client relationships and your interest in trusts and estates.
Showcase Your Communication Skills:Since you'll be liaising with clients and professional contacts, it's important to demonstrate your strong communication skills. Whether it's in your CV or cover letter, make sure to include examples of how you've effectively communicated complex tax matters in the past.
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. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Taxation
✨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.
✨Showcase Your Communication Skills
Since you'll be managing client relationships, practice articulating complex tax concepts in simple terms. Think of examples where you've successfully communicated with clients or colleagues, as this will highlight your ability to work independently and effectively.
✨Demonstrate Your Organisational Skills
Prepare to discuss how you manage your workload and prioritise tasks. Bring examples of how you've juggled multiple responsibilities, especially in a compliance-heavy environment, to show that you can handle the demands of the role.
✨Express Your Interest in Advisory Work
The firm values candidates who are keen to develop their advisory skills. Be prepared to talk about why you're interested in expanding your expertise beyond compliance and how you see yourself contributing to the team’s advisory projects.
