shaw gibbs - accountants and business advisers
accountants & business advisers

Personal Tax Advisor (Senior) - Farnham

Shaw Gibbs is a Top 50 accountancy practice who provide expert solutions for entrepreneurial businesses and private individuals in Central and Southern England. Shaw Gibbs invest in their teams of high-quality specialists who work with the best-in-breed technology to create value for our clients which exceeds expectation.  

Our culture is very important to us and is based on our company values of expert, respectful, innovative and collaborative. We develop high performing teams diverse in experiences, backgrounds and ideas. As a growing company, there are plenty of opportunities for development and quick progression. Our practice is known for having a friendly and supportive team culture where everyone receives training and development to increase their technical knowledge and their commercial and management skills. We put our people first and are constantly looking for ways to improve our people experience.  With respectful as one of our values, we are committed to creating an inclusive culture that respects, values and celebrates cultural and individual differences.   

We have several offices in Central and Southern England and have ambitious plans to expand our business. To support the organisation’s growth, we have created a new opportunity for a Personal Tax Advisor (Senior) to join our Farnham Personal Tax team.  This is a permanent full time role with hybrid working and flexible working options (flexing your hours on different days to suit your lifestyle). 

Key Responsibilities 

  • Managing a portfolio of personal tax clients and ensuring compliance with H M Revenue & Customs and in-house deadlines. 

  • Preparing and processing tax returns and P11Ds from information provided. 

  • Calculation and advice of liabilities, together with due dates of payment to client. 

  • Assisting with client queries and providing ad hoc advice where requested. 

  • Billing personal portfolio clients after work completed.   

  • Dealing with correspondence, telephone calls and arranging and attending meetings with clients and potential clients. 

  • Assisting partners and staff members with technical queries. 

  • Providing assistance to junior members of the team where appropriate. 

  • Assisting in the preparation of technical reports in relation to income tax, capital gains tax and inheritance tax. 

  • Dealing with HMRC correspondence, telephone calls and enquiries. 

  • General support to the tax team as required. 

What we can offer you 

  • Hybrid and flexible working 

  • A varied role in a talented and experienced team 

  • Joining a company with an exciting growth plan ahead 

  • Plenty of opportunities to increase your technical knowledge and skills 

  • Tailored career progression plan 

  • Competitive salary and benefits package including pension, life assurance, health cash plan, retail discount scheme, electric vehicles salary sacrifice, cycle to work, hybrid and flexible working 

  • Generous core holiday allowance plus holiday trading, flexible bank holidays and additional holiday with service 

  • Wellbeing programme with regular events and activities focused on your physical and mental wellbeing.  We also offer all employees a Wellbeing Day each year – a day dedicated to boosting your wellbeing 

  • Comprehensive induction to help you get up to speed 

What you will need to succeed 

  • Experience within a private client tax team 

  • Ideally ATT qualified 

  • A Self-starter with a with a high level of resilience and attention to detail 

  • Strong interpersonal and communication skills, both written and verbal 

  • Organised and able to manage multiple projects simultaneously 

  • Strong aptitude for IT - able to pick up new technology quickly 

  • Can do attitude, positive and commercial approach 

  • Confident, tactful and discreet manner 

  • Strong team spirit but also effective working independently 

How to Apply 

Please send your CV to  

For more information on what it is like working at Shaw Gibbs, visit our career page: 

Additional Information 

We believe that diversity makes Shaw Gibbs a stronger firm and we look to employ people with different ideas, styles and skillsets. This diversity stimulates a rich, creative environment – one in which our people develop, and our clients enjoy enduring results. We’re committed to recruiting, promoting and rewarding our people solely based on their ability to contribute to Shaw Gibbs’ goals, without regard to their sex, race, disability, religion, national origin, ethnicity, sexual orientation, age or marital status. 

© 2023 Shaw Gibbs Ltd

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