Personal tax senior - chipping norton

Personal Tax Senior

Chipping Norton – £45,000 - £52,000

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

You will manage your own portfolio whilst supporting senior members of the tax team on more technical planning and advisory assignments. Day-to-day responsibilities will include:

• 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.