Private Client/Personal Tax Senior Associate

Gravita Business Services Ltd.; Oxford; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Senior Associate for their Private Client team. In this dynamic role, you will provide essential support on personal tax matters, preparing annual self-assessment tax returns and calculating tax liabilities. You'll collaborate with clients to ensure compliance and build strong relationships while assisting in tax planning. This role offers a unique opportunity to grow within a tech-enabled accounting firm that values employee development and work-life balance. Join a team that is shaping the future of accounting and make a significant impact in the world of SMEs.

Benefits

Flexible working hours

Development support

Hybrid working environment

Collaborative work culture

Qualifications

• 2+ years experience in accountancy with a focus on personal tax advisory.
• Solid understanding of UK tax regulations and compliance requirements.

Responsibilities

• Manage a portfolio of clients and assist with personal tax returns.
• Build and maintain strong relationships with clients and colleagues.

Skills

Personal Tax Advisory

Client Relationship Management

Tax Compliance

Tax Planning

Communication Skills

Education

Qualified or part qualified ACCA

Qualified or part qualified ACA

Qualified by experience

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.

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, with previous 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).