Private Client Tax Senior

England, Oxfordshire, Oxford
13 Sep 2021
20 Sep 2021
JN -072021-2944875
Ethan Madronal
Job Title
Contract Type
Full Time

Your responsibilities will include assisting with the compliance and advisory requirements of a number of mainly Private Client Individuals and in addition some trust tax returns, with a view to take on your own portfolio and manage your own client relationships.

Client Details

A leading practice based in central Oxford.


  • Managing a portfolio and assisting other staff members with personal and trust tax returns to include monitoring of billing and work in progress.
  • 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 with a view to develop your knowledge and experience over time.
  • To liaise proactively with clients.
  • To assist in marketing Private Client taxation services.


  • Qualified or part qualified ACCA, ACA or ATT, or qualified by experience
  • Progression to CTA is provided to the right candidate if desired, but not essential
  • At least 2 years' experience in accountancy background
  • Confident and well organised
  • Excellent verbal and written communications skills with ability to communicate at all levels
  • Good IT Skills
  • Excellent problem solving skills
  • Ability to work well under pressure
  • Adaptable and takes initiative
  • Ability to work well within a team and assist with work not specifically on your own allocation
  • Supports the development and training of junior team members

Job Offer

Competitive salary + market leading benefits.