At a Glance
- Tasks: Manage personal tax clients and prepare tax returns while mentoring junior team members.
- Company: Join a respected accountancy firm in Southampton known for its client-focused approach and supportive culture.
- Benefits: Enjoy flexible working, study support, an annual bonus, and clear career progression.
- Why this job: Be part of a dynamic team with diverse clients and opportunities for professional growth.
- Qualifications: ATT qualified or CTA part/fully qualified; strong personal tax experience required.
- Other info: CMA Recruitment Group is committed to equal opportunities and supports a diverse workplace.
The predicted salary is between 36000 - 60000 £ per year.
Are you an experienced personal tax professional ready to join one of the South s most respected independent accountancy practices? This is a fantastic opportunity to join a progressive and client-focused firm in Southampton, Hampshire known for its long-standing reputation, high-quality service delivery, and supportive, inclusive culture.
With a diverse and prestigious client base ranging from HNWIs and entrepreneurs to trusts and partnerships, this firm is large enough to offer complexity and career development, while remaining agile, personable and committed to work-life balance.
What will the Personal Tax Senior / Supervisor role involve?
- Managing a portfolio of personal tax clients including HNWIs, landlords, sole traders, partnerships and trusts.
- Preparation and review of personal tax returns, ensuring compliance and efficiency.
- Acting as first point of contact for client queries, offering proactive tax advice.
- Supervising and mentoring junior members of the tax team.
- Supporting the Tax Manager and Partners with complex compliance matters and ad hoc planning projects.
- Liaising with HMRC on behalf of clients and managing risk effectively.
Suitable Candidate for the Personal Tax Senior / Supervisor vacancy:
- ATT qualified and/or CTA part or fully qualified; QBE also considered with strong experience.
- Solid personal tax compliance experience within a professional services environment.
- Strong technical knowledge and a genuine interest in developing tax planning skills.
- Excellent communication and client relationship skills.
- A team player with leadership potential and a proactive, solutions-focused attitude.
Additional benefits and information for the role of Personal Tax Senior / Supervisor:
- Flexible and hybrid working model.
- Study support (if applicable).
- Annual discretionary bonus.
- Free on-site parking.
- Clear, structured progression pathway in a well-established and supportive team environment.
CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and doesn t discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications. Whilst we ensure all applications are considered, regrettably, it may not be possible to respond individually to all applications received. #J-18808-Ljbffr
Personal Tax Senior/Supervisor employer: CMA Recruitment Group
Contact Detail:
CMA Recruitment Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior/Supervisor
✨Tip Number 1
Network with professionals in the personal tax field. Attend industry events or local meetups in Southampton to connect with potential colleagues and learn more about the firm’s culture and values.
✨Tip Number 2
Research the firm’s client base and recent projects. Understanding their work with HNWIs, landlords, and trusts will help you tailor your conversations during interviews and demonstrate your genuine interest.
✨Tip Number 3
Prepare to discuss your technical knowledge and experience in personal tax compliance. Be ready to share specific examples of how you've managed client portfolios and provided proactive tax advice.
✨Tip Number 4
Showcase your leadership potential by discussing any mentoring or supervisory roles you've held. Highlight how you’ve supported junior team members and contributed to a collaborative work environment.
We think you need these skills to ace Personal Tax Senior/Supervisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your personal tax experience, especially with HNWIs, landlords, and partnerships. Use specific examples to demonstrate your compliance knowledge and client relationship skills.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention your qualifications (ATT/CTA) and how your experience aligns with their needs, particularly in managing a diverse portfolio of clients.
Showcase Your Technical Knowledge: During the application process, emphasise your strong technical knowledge in personal tax compliance. Provide examples of how you've successfully navigated complex compliance matters or offered proactive tax advice.
Prepare for Potential Questions: Think about common interview questions related to personal tax and client management. Be ready to discuss your approach to mentoring junior team members and how you handle client queries effectively.
How to prepare for a job interview at CMA Recruitment Group
✨Showcase Your Technical Knowledge
As a Personal Tax Senior/Supervisor, it's crucial to demonstrate your solid understanding of personal tax compliance. Be prepared to discuss specific tax regulations and how they apply to various client scenarios, especially for HNWIs and partnerships.
✨Emphasise Client Relationship Skills
This role involves acting as the first point of contact for client queries. Highlight your experience in managing client relationships and providing proactive tax advice. Share examples of how you've successfully resolved client issues in the past.
✨Demonstrate Leadership Potential
Since the position includes supervising and mentoring junior team members, be ready to discuss your leadership experiences. Talk about how you've supported colleagues in their development and contributed to a positive team environment.
✨Prepare for Compliance Discussions
Given the importance of liaising with HMRC and managing risk, prepare to discuss your experience with compliance matters. Be ready to explain how you've handled complex compliance issues and any strategies you've implemented to mitigate risks.