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Personal Tax Semi Senior - SME Accountancy Firm - Newbury, Berkshire
Salary up to £40,000 + Study Package + Benefits
Are you a Private Client Tax Accountant who's tired of being just another cog in a big-firm machine? Fancy working somewhere where your ideas matter, your clients know your name, and your work actually makes a difference?
You’ll be joining a well-established, forward-thinking SME accountancy firm based near Newbury, Berkshire - managing a diverse portfolio of individuals, business owners, and the odd trust or two — all while enjoying the flexibility and close-knit culture of a smaller firm.
What You’ll Be Doing:
- Manage a portfolio of private individual clients including HNWIs, partnerships & trusts
- Prepare and submit Self-Assessment Tax Returns.
- Capital Gains Tax reporting for HMRC
- Deal with income from multiple sources: employment, rental properties, dividends, capital gains, pensions, and overseas income
- Ensure all deadlines are met and filings are squeaky clean
- Assist with advising clients on tax planning strategies to reduce liabilities including inheritance tax, capital gains tax, and residency/domicile issues.
- Keeping up to date with UK tax legislation changes
- Spot opportunities for additional services or business development — it’s not just about compliance, it's about adding value
What We’re Looking For:
- A strong background in personal tax (likely studying towards ATT/CTA qualified or aiming to do so)
- Comfortable managing your own portfolio and building solid client relationships.
- A curious mind with a knack for solving puzzles (like why a client has two Swiss pensions and a flat in Ibiza and how best to position such circumstances for tax purposes!).
- Someone who thrives in a small team where autonomy is a given, and initiative is expected.
What You’ll Get:
- Basic salary up to £40,000 depending on experience
- Full Study Support Package
- Close collaboration with partners and real progression opportunities
- Supportive, down-to-earth team
- Free parking, social events, CPD support and a voice at the table
If you’re looking to grow your tax career with a firm offering you real client impact without the corporate red tape, this is the opportunity you’ve been waiting for.
