Personal Tax Senior
Eastleigh, Hampshire
Hybrid & Flexible Working
Competitive, based on experience
A well-established accountancy practice in Eastleigh is seeking a Personal Tax Senior to join its Private Client Tax team.
This is an excellent opportunity for a CTA-qualified or part-qualified accountant with private client experience to manage a portfolio, develop advisory skills, and progress within a supportive, growing practice.


The Role
* Manage a portfolio of private client tax clients, ensuring compliance with HMRC and internal deadlines
* Prepare and process self-assessment tax returns for individuals, partnerships and trusts
* Calculate liabilities and advise clients on payment dates
* Assist with client queries and provide ad hoc tax advice with support from senior staff
* Handle billing of personal portfolio clients after work completion
* Deal with correspondence, telephone calls, and client meetings
* Support Partners and senior team members with technical queries and advisory projects
* Provide guidance and training to junior team members
* Deal with HMRC correspondence, telephone calls and enquiries
* Provide general support to the wider tax team as required


Candidate Profile
* CTA part-qualified or fully qualified (study support available if required)
* Fully ATT qualified
* 2–4 years’ UK practice experience in mid-size or mid-tier accountancy firms
* Significant experience in a private client tax team
* Highly organised, able to manage multiple clients and deadlines
* Strong interpersonal and communication skills, both written and verbal
* Resilient, proactive and detail-oriented
* Confident using IT and quick to learn new software
* Strong team player with the ability to work independently
* Positive, commercial approach with tact and discretion


What’s on Offer
* Hybrid working after probation (3 days office / 2 days home)
* Flexible working hours , core hours 10am–4pm
* Exposure to a wide range of private client and high-net-worth clients
* Opportunities to expand technical knowledge and advisory experience
* Part of a fast-growing accountancy practice with clear career progression


Location
* Eastleigh, Hampshire
* Easily commutable from Southampton, Winchester, Fareham, Basingstoke and surrounding areas


Next Steps
This role is ideal for a CTA-qualified (or part-qualified) accountant seeking to manage a private client tax portfolio, gain advisory experience, and progress within a growing accountancy practice.
For a confidential discussion or to apply, please get in touch Jack Wood on or