PRIVATE CLIENT TAX MANAGER / TAX ACCOUNTANT

Spot.; Midsomer Norton; On-site; GBP 35,000 - 50,000; Full time

Job summary

A well-established firm of Chartered Accountants in Midsomer Norton is seeking an experienced Tax Accountant or Tax Manager. This role involves managing a varied private client portfolio, overseeing junior staff, and providing tax advice. The ideal candidate has current UK accountancy experience and a recognised qualification. The position offers a competitive salary, good benefits including an 8% pension, and opportunities for progression within a friendly and supportive team.

Benefits

Competitive salary

8% pension

Opportunities for progression

Qualifications

• Current experience in a UK accountancy practice is essential.
• Familiarity with landlord/property income and onshore trusts is beneficial.
• Full UK driving licence required for client meetings.

Responsibilities

• Prepare and review Self-Assessment tax returns.
• Oversee junior team members.
• Provide tax advice to clients.

Skills

Experience working in a UK accountancy practice

Knowledge of UK tax laws

Excellent communication skills

Organisational and time management skills

Can do attitude

Education

Recognised UK accounting or tax qualification (e.g. ATT / CTA / ACA / ACCA)

Job description

Ready to take the lead on private client tax? PG Owen is a well-established firm of Chartered Accountants and Financial Advisors looking for an experienced Tax Accountant or Tax Manager to join a friendly team in Midsomer Norton. If you're a confident tax professional with current experience in a UK accountancy practice, this is a great opportunity to join a values-led business that supports ambitious clients and promotes progression from within.

Celebrating 30 years in business next year, PG Owen is an established accountancy practice with numerous offices across the Bath area. Renowned for its long-term client relationships and commitment to guiding people through every stage of life (from tax and accountancy to legal services and probate), they work with a wide range of individuals and business owners, always with the goal of making a positive difference to their journey.

Joining as an Tax Accountant / Private Tax Manager within you'll take responsibility for a varied private client portfolio, preparing and reviewing Self-Assessment tax returns, overseeing junior team members, and providing advice on everything from buy-to-let property income to overseas income and trust-based arrangements. You'll need to be confident in translating complex rules into everyday language and enjoy working face-to-face with local clients.

This role would suit someone already working in a similar Accountant / Tax Manager role, or a senior assistant ready for the next step. Its office-based due to the hands-on nature of the work and the local client base, so its important you're within a reasonable commute of Midsomer Norton.

What we're looking for :

Whether you are a Tax Accountant, Tax Manager, or perhaps a senior assistant ready for a step up, either way, you should bring :

• Experience working in a UK accountancy practice (current or very recent is essential)
• A recognised UK accounting or tax qualification (e.g. ATT / CTA / ACA / ACCA)
• Good knowledge of UK tax laws including Self Assessment and Capital Gains Tax
• Familiarity with landlord / property income, overseas income and / or onshore trusts
• Strong organisational and time management skills
• Excellent communication skills and the ability to explain complex matters clearly
• A can do attitude and confidence liaising directly with clients
• A full UK driving licence (for client meetings etc.)

In return, you'll join a friendly, experienced team where quality advice and personal service come first. This is a great opportunity to build on your experience, take on more responsibility, and develop within a supportive local firm with a loyal client base. Expect a competitive salary, good benefits (including 8% pension) and progression.