At a Glance
- Tasks: Manage personal tax portfolios and collaborate on advisory projects with directors.
- Company: Vibrant, independent accountancy practice in Southampton with a collaborative culture.
- Benefits: Competitive salary, career progression, modern office environment, and training support.
- Other info: Flexible working arrangements and a supportive team atmosphere.
- Why this job: Take ownership of client portfolios and develop your skills towards a managerial role.
- Qualifications: Experience in UK personal tax compliance; ATT/CTA qualified or QBE.
The predicted salary is between 40500 - 49500 £ per year.
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.
Personal Tax Senior in Southampton employer: Bennett and Game Recruitment LTD
Join a rapidly expanding engineering business in Ipswich, where you will receive comprehensive training and development as a Junior Technical Sales Engineer. With a strong focus on employee growth, this role offers the unique opportunity to blend technical engineering with customer interaction, all within a supportive work culture that encourages progression into more autonomous positions. Enjoy a competitive salary and the chance to engage directly with customers, enhancing your skills in a dynamic environment.
Contact Details:
Bennett and Game Recruitment LTD Recruitment Team
