Private Client/Personal Tax Senior Associate

TN United Kingdom; Oxford; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

An established industry player is seeking a Senior Associate in the Private Client team to provide essential support on personal tax matters. This role involves preparing self-assessment tax returns, calculating tax liabilities, and fostering strong client relationships. With a commitment to growth and development, the firm offers a hybrid working environment and a supportive culture that prioritizes employee well-being. Join a dynamic team dedicated to making a significant impact in the accounting sector and help shape the future of tax advisory services.

Qualifications

• Qualified or part qualified ACCA, ACA or ATT, or qualified by experience.
• At least 2 years’ experience in accountancy background.

Responsibilities

• Managing a portfolio and assisting with personal tax returns.
• Building and maintaining strong client relationships.
• Involvement in general tax planning issues.

Skills

UK Tax Regulations

Tax Compliance

Client Relationship Management

Tax Planning

Education

ACCA

ACA

ATT

Job description

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Private Client/Personal Tax Senior Associate, Oxford

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Client:

Gravita

Location:

Oxford, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

359d83315911

Job Views:

4

Posted:

02.05.2025

Expiry Date:

16.06.2025

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Job Description:

We’re Gravita: the accountants fuelling ambitious businesses. We’re a full service, tech-enabled firm, working with entrepreneurs and businesses to help them achieve their goals, and make an impact in the world.

We’re growing fast and are bringing like-minded advisors together to form a full-service tech-enabled accounting partner for thousands of SMEs. Our team use their incredible expertise alongside intuitive technology to help businesses and entrepreneurs plan better and grow faster.

We’re Gravita: the accountants fuelling ambitious businesses. We’re a full-service, tech-enabled firm, working with entrepreneurs and businesses to help them achieve their goals, and make an impact in the world.

We’re growing fast and are bringing like-minded advisors together to form a full-service tech-enabled accounting partner for thousands of SMEs. Our team use their incredible expertise alongside intuitive technology to help businesses and entrepreneurs plan better and grow faster.

Our mission is to become the UK’s leading tech-enabled accounting firm for SMEs. We have ambitious goals and our high-calibre team work hard to achieve them. We are one team with one agenda, working collaboratively in a respectful environment to deliver a great service to our clients. So if you join us, you’ll not only be working on exciting client challenges, you’ll also be helping us shape the future of accounting.

The Role

A Senior Associate in the Private Client team plays a crucial role in providing support to our clients on personal tax matters.

The role is responsible for preparing annual self-assessment tax returns, calculating tax liabilities, and corresponding with clients to support them with their tax compliance, for example, addressing outstanding information, explaining how tax liabilities have arisen. Building and maintaining strong client relationships and collaborating with internal teams is essential for success in this role.

Key Responsibilities:

• Managing a portfolio and assisting other staff members with personal tax returns including monitoring billing and work in progress, liaising proactively with clients
• Assisting in the review of tax returns by more junior members of staff
• Involvement in general tax planning issues including Capital Gains Tax and Inheritance Tax planning and day-to-day tax advice
• Assisting colleagues with high-level tax planning to develop your knowledge and experience over time.
• Develop and maintain strong relationships with clients and colleagues in the firm throughout the year
• Engage in work shadowing opportunities with tax managers, directors, or partners.

Qualifications, Knowledge & Experience:

• Qualified or part qualified ACCA, ACA or ATT, or qualified by experience
• At least 2 years’ experience in accountancy background, withprevious experience in private client tax advisory and compliance
• Solid understanding of UK tax regulations and compliance requirements.

Your Career with Gravita

When you join Gravita, we’ll support you on your own growth journey. We want to be the place you learn, grow and unlock your true potential.

We’ll work with you to build a progression plan to outline how you’ll grow at our company and everything we’ll do to help you get there. We’re also passionate about learning and development, to help you focus on your future.

The Nitty Gritty

• Our standard working week is a 37.5-hour week on a hybrid basis (with up to 50% of your time across the month home based and the other 50% office based)
• Core working hours are 10am - 4pm Monday to Friday
• Flexible working and happy employees are at the top of our list here at Gravita and we have been working hard to support our teams through the fast-paced changes.
• Your development won’t be forgotten, our development support is extraordinary for a firm of our size.
• It's a busy, fast-paced environment here at Gravita. Feel free to check out our social media channels (Instagram, X, LinkedIn and Glassdoor).