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.
The 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
The 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.
The 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: Taxation
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 growth, 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. Enjoy the benefits of hybrid working, generous holiday allowances, and a supportive culture that values individuality and inclusivity.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior in Witney
✨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 chat with folks in the tax world, the better your chances of hearing about opportunities before they even hit the job boards.
✨Show Off Your Skills
When you get the chance to meet potential employers, don’t hold back! Bring examples of your work, like tax returns or advisory projects you've tackled. This will help you stand out and show that you’re not just talk – you’ve got the skills to back it up.
✨Tailor Your Approach
Every firm is different, so make sure you tailor your conversations to what they value. Research the company culture and their client base, and be ready to discuss how your experience aligns with their needs. This shows you’re genuinely interested and not just sending out cookie-cutter pitches.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to reach out directly. Let’s get you that Personal Tax Senior role!
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 really looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re interested in joining our team and how your background fits with the role. Don’t forget to mention your client-facing skills and any relevant experience with trusts or estates.
Showcase Your Communication Skills:Since this role involves liaising directly with clients, make sure your application demonstrates your strong communication abilities. Whether it’s through your CV or cover letter, let us see how you can connect with clients effectively.
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 about the process!
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, capital gains tax, 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 Advisory Interest
Since the role involves advisory projects, make sure to express your interest in this area. Prepare examples of how you've contributed to advisory work in previous roles or how you would approach a hypothetical advisory situation. This will demonstrate your eagerness to grow beyond compliance.
✨Client Communication is Key
The firm values good communication skills, so be prepared to discuss how you've effectively liaised with clients in the past. Think of specific instances where you resolved client queries or built strong relationships, as this will highlight your client-facing abilities.
✨Emphasise Your Independence
The firm appreciates individuals who can manage their own workload. Share examples of how you've successfully managed your time and tasks independently, especially in a busy environment. This will reassure them that you can thrive in their supportive yet independent culture.
