About the Role
We are seeking a part-qualified or qualified accountant with specialist tax knowledge to join our Accountancy-as-a-Service team. This role focuses on providing expert tax advice and support to our client portfolio, with the flexibility to assist with small business and startup advisory queries.
Responsibilities
- Act as the specialist tax lead for SME and startup clients, covering corporation tax, VAT, and personal tax for owner-managed businesses.
- Review and support the preparation of tax computations and returns, ensuring accuracy and compliance.
- Identify tax planning opportunities and efficiencies for clients, focusing on business structuring, reliefs, and allowances.
- Serve as the primary contact for client tax queries, escalating complex issues as needed.
- Provide coverage for small business and startup advisory queries when the primary advisor is unavailable.
- Stay updated on UK tax legislation changes and communicate relevant updates or risks.
- Collaborate with the accountancy service delivery team to integrate tax considerations into client account management.
- Support new client onboarding by advising on appropriate tax structures.
- Assist in developing internal guidance, templates, and resources for consistent tax advice.
- Identify opportunities to improve tax compliance processes, tools, or client education.
Requirements
- Part-qualified or qualified accountants (ACA, ACCA, CTA, or ATT) with specialist tax knowledge.
- Proven experience advising SME, startup, or owner-managed business clients, preferably in an accountancy practice or accountancy-as-a-service setting.
- Strong technical knowledge of UK corporation tax, VAT, and personal tax as it applies to small businesses.
- Ability to provide broader small business/startup advice confidently when required.
- Confident communication skills, able to translate technical tax concepts into clear, practical advice.
- Proficiency with accounting/tax software (e.g., Xero, Sage) and Excel/Google Sheets.
- Highly organized with the ability to manage multiple client relationships and priorities.
- A collaborative, client-first mindset and comfort working cross-functionally.
Skills
- Tax advisory
- Corporation tax
- VAT
- Personal tax
- Small business advisory
- Startup advisory
- Client relationship management
- Communication
- Excel/Google Sheets
- Accounting software
- Tax software
Location
- Hybrid
Work Type
- Hybrid working model
Experience Level
- Part-qualified or qualified accountant
Education Level
- ACA
- ACCA
- CTA
- ATT
Salary/Compensations
- £40,000 - £45,000
Benefits
- Comprehensive benefits package
- Real opportunities for progression
- Chance to influence customer experience and product development
- Culture that values ownership, impact, and continuous learning
About the Company
- 1st Formations empowers entrepreneurs to start, run, and grow their businesses with confidence.
- We are a leading UK provider of company formation and compliance services, building a modern, fully integrated technology platform.
- Our platform integrates formation, compliance, accounting, payroll, and business support.
- We are a Certified B Corp and Carbon Neutral Business.
- We have £18m annual revenue, including £9m ARR, and have formed over 1 million companies.
- We are forecast to grow 5x–10x over the next three years.
Equal Opportunity
- 1st Formations is an equal opportunity employer committed to creating a diverse and inclusive workplace.
- We consider all applicants for employment without regard to race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, criminal history, disability, or gender identity.
- We encourage individuals from all backgrounds to apply.
- We provide accommodation for individuals with disabilities or special needs.
