Tax Senior or Manager

Your new companyOur client is a well-established, modern and supportive practice with a strong reputation across the South Coast for delivering high-quality personal tax advice. Their friendly Personal Tax team in Southampton continues to grow, and they're now looking for an experienced Private Client Tax Senior or Manager to join them. You'll be part of a tight-knit team of six, working closely with approachable Partners who truly value accuracy, personal attention, and long-term client relationships.Your new roleIn this hands-on private client position, you'll manage a high-quality portfolio covering personal tax, IHT, trusts and estates. Day to day, you'll be preparing and reviewing a variety of personal tax compliance work, supporting Partners on advisory projects, and helping clients navigate the transition to Making Tax Digital.Your key responsibilities will include:

• Managing a varied private client portfolio within the firm's 1,300-client personal tax base.
• Preparing/reviewing self-assessment returns, CGT calculations, P11Ds, trust & estate returns, and IHT forms.
• Supporting Partners with MTD implementation and modernising tax processes.
• Assisting with advisory work including income extraction, IHT planning, trust structuring and broader wealth/succession matters.
• Acting as a liaison point between clients, HMRC, solicitors and internal teams.
• Spotting planning opportunities and escalating advisory points where appropriate.
• Supervising and mentoring junior colleagues, contributing to workflow managementWhat you'll need to succeed You'll bring strong experience from a practice environment, ideally as a Personal Tax Senior, Assistant Manager or Manager.The firm would love you to have:
• ATT, CTA, ACA or ACCA qualification - or strong QBE experience.
• A solid grounding in personal tax, IHT, trusts and estates.
• Confidence managing a portfolio and working directly with private clients and HNWIs.
• A proactive approach to digital change and MTD developments.
• Excellent communication, organisation and client-care skills.

What you'll get in return

• A competitive salary based on your experience.
• Modern offices with free on-site parking.
• Flexitime, overtime options and a good pension scheme.
• A supportive, collaborative culture with accessible Partners.
• Exposure to interesting, high-quality private client work.
• Ongoing professional development and clear career progression pathways.

What you need to do now If you enjoy delivering high-quality private client work and want to join a friendly, forward-thinking practice where your expertise will be genuinely valued, this could be a fantastic next step.If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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