Personal Tax Semi-Senior​/Senior

Job Opportunity:
Tax Semi-Senior / Senior

Location: Camberley

• Experienced Leadership: Join a highly supportive Partner team that offers guidance and mentorship to help you progress.
• Great Team Environment: Be part of a collaborative, friendly team that values open communication and support.
• Diverse Client Portfolio: Work with a wide range of personal tax clients, including high-net-worth individuals, entrepreneurs, and trusts.
• Career Progression: Develop your skills and progress within a firm that genuinely invests in its people.
• Work-Life Balance: Flexible working options are available, with a strong focus on wellbeing.

As a Tax Semi-Senior / Senior, you will support the management of a varied personal tax portfolio. You will be responsible for preparing tax returns, assisting with advisory work, and building strong relationships with clients.

You will also begin to take on more responsibility, including reviewing work and supporting junior team members where appropriate.

• Assisting with the management of a portfolio of personal tax clients, including individuals, partnerships, and trusts
• Preparing personal tax returns and tax computations
• Supporting with personal tax planning and advisory work
• Identifying basic tax-saving opportunities and escalating more complex matters where required
• Reviewing work prepared by more junior team members (where applicable)
• Supporting and mentoring junior staff as your experience develops
• Building and maintaining strong client relationships
• Keeping up to date with changes in tax legislation and applying this knowledge to client work
• Supporting senior team members and Partners on ad-hoc projects

• At least 2 years’ experience in personal tax within an accountancy practice
• CTA / ACA / ACCA part-qualified, studying, or qualified by experience
• Good technical knowledge of personal tax compliance
• Exposure to income tax, capital gains tax, and ideally some experience with trusts or inheritance tax
• Strong attention to detail and organisational skills
• Good communication skills and confidence dealing with clients
• A proactive attitude and willingness to learn and develop

• Career Development: Ongoing training and development, including study support where applicable.
• Competitive Benefits: Competitive salary, pension, and additional benefits.
• Work-Life Balance: Flexible working culture that supports your wellbeing.
• Inclusive Environment: A supportive, friendly team that encourages professional growth.