Tax Senior or Manager

Your new company
Our 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 role
In 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 management
  
  What 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.

• 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.