Private Client Tax Senior

Insite Group; England; On-site; GBP 34,000 - 40,000; Full time

Job summary

Insite Group is looking for a Private Client Tax Senior to join their Oxford office. This role involves managing client portfolios, assisting with personal tax compliance, and providing advisory services. Candidates should have a solid background in accountancy and be qualified or part-qualified ACCA/ACA. The firm promotes a tech-savvy working environment with opportunities for career development.

Benefits

Hybrid working with flexible hours

Exceptional training and development support

Qualifications

• Minimum 2 years' experience in accountancy with a focus on private client tax.
• Strong understanding of UK tax regulations.
• Tech-savvy and keen to work in a collaborative environment.

Responsibilities

• Manage a portfolio of clients and support junior staff.
• Liaise with clients to explain tax liabilities.
• Assist with Capital Gains Tax and Inheritance Tax.

Skills

Client communication

Tax planning

Team collaboration

Education

ACCA, ACA, or ATT

Job description

1 day ago Be among the first 25 applicants

This range is provided by Insite Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Insite Group

Senior Recruitment Consultant at Insite Group - Recruiting everything Tax within the Public Practice market across the UK

Are you ready to join a forward-thinking, tech-enabled accounting firm that's fuelling ambitious SMEs across the UK?

My client combine expert advice with intuitive technology to help entrepreneurs and businesses plan better and grow faster. They're on a mission to become the UK's leading tech-enabled accounting partner for SMEs - and they want you to be part of it!

Job Title: Private Client Tax Senior

Location: Oxford Office, OX1

Salary: Up to £40,000!

The Role:

As a Private Client Tax Senior Associate in the Private Client team, you'll play a vital role supporting clients with their personal tax compliance and advisory needs. From preparing self-assessment tax returns to tackling Capital Gains and Inheritance Tax planning, you'll build trusted relationships and collaborate closely across our team.

You'll also have opportunities to develop your knowledge by working alongside tax managers, directors, and partners through shadowing and mentoring.

What You'll Do:

• Manage your own portfolio of clients and support junior staff with tax return preparation and review
• Liaise proactively with clients to explain tax liabilities and gather outstanding information
• Assist with general tax planning including Capital Gains Tax and Inheritance Tax
• Collaborate internally to deliver excellent client service and tax solutions
• Engage in learning opportunities and career development initiatives

About You:

• Qualified or part-qualified ACCA, ACA, ATT, or qualified by experience
• Minimum 2 years' experience in accountancy, with a focus on private client tax compliance and advisory
• Strong understanding of UK tax regulations and excellent client communication skills
• Tech-savvy and keen to work in a fast-paced, collaborative environment
  
  

Why Choose Them?

• Hybrid working with flexible core hours (10am-4pm, Mon-Fri)
• Exceptional learning and development support tailored to your career goals
• A culture of respect, collaboration, and shared ambition to shape the future of accounting
• Opportunity to work on exciting client challenges with like-minded, high-calibre colleagues

Get ready to grow your career and help ambitious businesses thrive! Apply now or get in touch to learn more!

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting

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