Private Client/Personal Tax Senior Associate at GRAVITA
Oxford OX1 1JD, England, United Kingdom -
Full Time


Start Date

Immediate

Expiry Date

18 Jun, 25

Salary

0.0

Posted On

19 Mar, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Tax Advisory

Industry

Accounting

Description

We’re Gravita: the accountants fuelling ambitious businesses. We’re a full-service, tech-enabled firm, working with entrepreneurs and businesses to help them achieve their goals, and make an impact in the world.
We’re growing fast and are bringing like-minded advisors together to form a full-service tech-enabled accounting partner for thousands of SMEs. Our team use their incredible expertise alongside intuitive technology to help businesses and entrepreneurs plan better and grow faster.
Our mission is to become the UK’s leading tech-enabled accounting firm for SMEs. We have ambitious goals and our high-calibre team work hard to achieve them. We are one team with one agenda, working collaboratively in a respectful environment to deliver a great service to our clients. So if you join us, you’ll not only be working on exciting client challenges, you’ll also be helping us shape the future of accounting.

QUALIFICATIONS, KNOWLEDGE & EXPERIENCE:

  • Qualified or part qualified ACCA, ACA or ATT, or qualified by experience
  • At least 2 years’ experience in accountancy background, with previous experience in private client tax advisory and compliance
  • Solid understanding of UK tax regulations and compliance requirements.
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Responsibilities

THE ROLE

A Senior Associate in the Private Client team plays a crucial role in providing support to our clients on personal tax matters.
The role is responsible for preparing annual self-assessment tax returns, calculating tax liabilities, and corresponding with clients to support them with their tax compliance, for example, addressing outstanding information, explaining how tax liabilities have arisen. Building and maintaining strong client relationships and collaborating with internal teams is essential for success in this role.

KEY RESPONSIBILITIES:

  • Managing a portfolio and assisting other staff members with personal tax returns including monitoring billing and work in progress, liaising proactively with clients
  • 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 to develop your knowledge and experience over time.
  • Develop and maintain strong relationships with clients and colleagues in the firm throughout the year
  • Engage in work shadowing opportunities with tax managers, directors, or partners.
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