Personal Tax Senior

Job Title: Personal Tax Senior / Tax Specialist

Location: Southampton

Working Arrangement: Full-Time, Primary Office-Based with Flexibility

Package: Competitive Salary + Comprehensive Benefits Package

Overview

An established, independent accountancy practice based in the Southampton area is seeking a motivated Personal Tax Senior / Specialist to join a vibrant, growing team. Working directly alongside the firm's directors and tax managers, this position will focus on managing a dedicated portfolio of personal tax clients, picking up ad-hoc advisory projects, and reviewing tax returns prepared by the wider team.

This role is ideal for an individual looking to take ownership of a private client portfolio while having clear pathways to progress to Manager level. The practice is independently owned, proud of its collaborative culture, and offers a lively, modern office environment with a strong focus on team development.

Job Responsibilities

• Portfolio Management: Take responsibility for an established client portfolio focused primarily on personal tax, servicing high-net-worth individuals, directors, and sole traders.
• Compliance & Review: Prepare and review self-assessment tax returns, ensuring all submission deadlines are met efficiently across the tax department.
• Advisory & Planning: Assist with technical tax projects, including Capital Gains Tax (CGT) computations and bespoke planning assignments.
• Direct Liaison: Work directly alongside firm directors and client managers, serving as a key point of contact for day-to-day client queries.
• Team Collaboration: Support junior team members and trainees, fostering a collaborative, supportive working environment.

Job Requirements

• Practice Experience: Proven track record in UK personal tax compliance within a recognised accountancy practice.
• Technical Skills: Strong technical knowledge of self-assessment and CGT; experience handling varied personal tax portfolios.
• Qualifications: ATT / CTA qualified, part-qualified, or Qualified by Experience (QBE).
• Career Ambition: Driven to develop technical skills, take on project work, and progress towards a Manager level role.
• Communication: Strong interpersonal skills with an approachable, professional manner when speaking with clients and internal stakeholders.

Salary & Benefits

• Competitive Remuneration: Market-aligned salary tailored to the depth of your practice experience.
• Career Development: Clear room for progression to Manager level within an expanding practice.
• Modern Office Culture: Excellent working environment in a vibrant office featuring great staff facilities, break-out areas, and an active team environment.
• Training Support: Full backing for ongoing professional development and professional qualification support if required.
• Flexible Structure: Supportive policy for ad-hoc working flexibility alongside high-quality office-based collaboration.

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