Personal tax senior

Job Details

Personal Tax Senior
Witney
£45,000 - £52,000

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.

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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.

Company

Placing individuals in tax jobs demands expertise. Whether you have tax vacancies that need filling or are looking to further your career with a new tax job, we can provide an informed and effective service, recruiting from tax juniors through to tax manager and tax director levels.

When it comes to successfully placing people into tax jobs, experience and expertise are paramount. We strive to put the right candidate with the right business for the benefit of both parties.

The Pro-Tax brand stands for professionalism, integrity and above all results. We pride ourselves on repeat business and this can only be achieved by doing a good job not only first time, but every time. If you’re looking for your next career move get in contact with one of our recruiters  here.

Company info