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- Tasks: Lead a portfolio of high-net-worth clients and deliver complex tax advisory work.
- Company: High-growth, independent tax and advisory firm in Basingstoke.
- Benefits: Clear pathway to Director, collaborative culture, and high autonomy.
- Other info: Mentor junior team members and contribute to firmwide growth.
- Why this job: Shape tax strategy and make a real impact on diverse client needs.
- Qualifications: CTA qualified with strong personal tax advisory experience.
The predicted salary is between 60000 - 80000 £ per year.
We’re supporting a high-growth, independent tax and advisory firm in Basingstoke as they recruit a Personal Tax Senior Manager with a clear, structured pathway to Director within 1–3 years.
The Role
- Lead a high-value portfolio of HNWIs, entrepreneurs, property investors, and trusts.
- Deliver complex advisory work across residence domicile, IHT, CGT, property tax, succession planning, and restructuring.
- Review complex compliance work and ensure high technical standards.
- Mentor and develop junior team members as part of a growing private client function.
- Play a key role in business development, client relationship management, and shaping the firm’s tax strategy.
About You
- CTA qualified (or equivalent senior-level experience).
- Strong background in personal tax advisory and complex private client work.
- Confident leading client relationships and delivering high-quality planning.
- Proven leadership skills with experience developing staff.
- Commercially minded with an interest in contributing to firmwide growth.
Why Apply?
- Genuine, transparent progression to Director.
- A collaborative, people-focused culture with strong technical capability.
- High autonomy and influence within a growing team.
- Diverse, interesting client base with strong advisory demand.
Personal Tax Senior Manager – Route to Director in Hampshire employer: Fortis Recruitment Solutions
Contact Detail:
Fortis Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior Manager – Route to Director in Hampshire
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out to potential colleagues or mentors on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with hiring managers or during interviews, make sure to highlight your experience with personal tax advisory and complex client work. Share specific examples of how you've led client relationships and delivered high-quality planning.
✨Tip Number 3
Prepare for those tricky questions! Brush up on your knowledge of residence domicile, IHT, CGT, and other key areas mentioned in the job description. Being able to discuss these topics confidently will show that you're the right fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application. Plus, it shows you’re genuinely interested in joining our team and contributing to our growth.
We think you need these skills to ace Personal Tax Senior Manager – Route to Director in Hampshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Personal Tax Senior Manager role. Highlight your expertise in personal tax advisory and any leadership roles you've held, as this will show us you're a great fit for the position.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about personal tax and how your background makes you the ideal candidate. Don’t forget to mention your interest in business development and mentoring, as these are key aspects of the role.
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to manage high-value portfolios and deliver complex advisory work. Numbers and results speak volumes, so don’t be shy about sharing your successes!
Apply Through Our Website: We encourage you to apply directly through our website. This not only streamlines the process but also ensures your application gets the attention it deserves. Plus, it’s a great way to show us you’re proactive and keen to join our team!
How to prepare for a job interview at Fortis Recruitment Solutions
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax advisory, especially around residence domicile, IHT, and CGT. Being able to discuss these topics confidently will show that you're ready to lead a high-value portfolio.
✨Showcase Your Leadership Skills
Prepare examples of how you've mentored junior team members or led projects in the past. This role requires strong leadership, so demonstrating your experience in developing staff will set you apart.
✨Understand the Firm's Culture
Research the firm’s values and culture before the interview. Be ready to discuss how your approach aligns with their collaborative, people-focused environment, as this will highlight your fit within the team.
✨Be Business-Minded
Think about how you can contribute to the firm's growth and client relationship management. Prepare ideas on business development strategies that could benefit the firm, showing that you're commercially minded and proactive.