Private Client Tax Semi Senior

Personal Tax Semi Senior - Newbury - £35,000 to £42,000

Looking for a role where you can build deeper client relationships, get involved in advisory work, and progress within a well-established firm?

A growing top-50 practice in Newbury is looking to welcome a Personal Tax Semi Senior into their collaborative and down to earth team. This isn't just a compliance heavy role - it's a chance to broaden your experience and step into more interesting, value added work.

You'll be supporting managers and directors across a diverse portfolio of personal tax clients, including high net worth individuals, entrepreneurs, and business owners. Alongside your day to day responsibilities, you'll have the opportunity to get stuck into tax planning and support on more complex advisory matters.

If you're looking to escape the rigid hierarchy and find a team that supports growth and ideas - this could be the right next step.

Role Responsibilities

• Preparing personal tax returns for a wide variety of clients
• Helping identify tax planning opportunities and supporting advisory work
• Liaising with HMRC and clients directly
• Managing deadlines and organising your workflow
• Collaborating with the wider tax and accounts teams
• Coaching more junior colleagues when needed

Candidate Profile

• ATT qualification and/or be working towards CTA (QBE also considered)
• Strong personal tax knowledge and a solid compliance background
• Experience with HNWIs, sole traders, and partnerships
• Confidence in managing deadlines and client communications
• An interest in developing broader advisory experience

Why This Role Stands Out

This is a firm that genuinely values work life balance, professional development, and building long term careers. You'll be trusted to do good work, encouraged to grow, and supported by experienced mentors who want you to succeed.

If you're a Personal Tax Semi Senior based near Newbury and ready for more scope, more responsibility, and a more human approach to practice life - we'd love to hear from you.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.