Location: Oxford (Hybrid)
Type: Full-time, Permanent
Salary: £42,000 – £52,000 (dependent on experience)
About the Firm
We are working with a fast-growing, full-service accountancy practice that supports ambitious SMEs and entrepreneurs across the UK. The firm combines intuitive technology with expert advisory to deliver outstanding service across compliance and planning.
Known for its collaborative, inclusive culture, the business places significant emphasis on professional development and internal progression. It is an excellent opportunity for someone looking to join a forward-thinking team with access to complex client work and strong long-term career prospects.
The Role
As a Private Client/Personal Tax Senior Associate, you will be responsible for managing a portfolio of private clients, delivering high-quality personal tax compliance and supporting on a range of planning matters. The role requires strong technical ability, a client-first approach, and a desire to develop your skills further through hands-on work and collaboration with senior colleagues.
This position offers a clear route for development and increasing exposure to more complex advisory projects over time.
Key Responsibilities
- Manage a portfolio of clients, preparing annual self-assessment tax returns and calculating tax liabilities.
- Communicate directly with clients, addressing outstanding information and explaining tax positions clearly.
- Monitor billing and work in progress, ensuring deadlines and budget targets are met.
- Review tax returns prepared by junior staff, offering support and feedback.
- Support with planning work including Capital Gains Tax, Inheritance Tax, and general personal tax advice.
- Assist with more complex planning work under the guidance of managers or directors to further develop technical knowledge.
- Build and maintain strong working relationships with both clients and internal teams.
- Take part in work shadowing and mentoring opportunities to support professional growth.
- ATT qualified or ACA/ACCA part-qualified, or qualified by experience.
- A minimum of 2 years' experience in a personal tax role within a UK accountancy firm.
- Solid understanding of UK personal tax legislation and compliance requirements.
- Strong attention to detail with the ability to manage deadlines and client expectations.
- Confident communicator with a client-centric mindset.
- Team-oriented with a proactive approach to learning and development.
- Salary in the range of £42,000 – £52,000 depending on experience.
- Hybrid working arrangement with up to 50% home-based each month.
- 37.5-hour working week with core hours from 10am to 4pm.
- Clearly defined progression plan and structured learning support.
- Exposure to a wide range of clients and tax planning opportunities.
- Collaborative, high-performing working environment.
