Personal Tax Senior in Hampshire

Personal Tax Senior in Hampshire

Hampshire Full-Time 40000 - 50000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage your own portfolio of private clients and provide expert tax advice.
  • Company: Dynamic firm focused on personal tax with a people-first culture.
  • Benefits: 25 days holiday, hybrid working, healthcare support, and retail discounts.
  • Other info: Opportunity for career growth, mentoring junior team members, and regular social events.
  • Why this job: Step beyond compliance and build impactful client relationships in a fast-paced environment.
  • Qualifications: ATT qualified or CTA part qualified with experience in private client tax.

The predicted salary is between 40000 - 50000 £ per year.

If you are looking for more than just processing returns and ticking compliance boxes, this Private Client Tax Senior role offers something genuinely different. You’ll step into a position where you are trusted to manage your own portfolio, build direct relationships with clients, and become a go-to advisor on personal tax matters. The environment is fast-moving and people-focused, with a clear emphasis on giving you the space to grow, take ownership, and progress at pace. With exposure to a wide range of clients and the opportunity to get involved in advisory work early, this is a role designed for someone who wants to move beyond routine compliance and build a long-term career with real variety and impact.

Benefits

  • 25 days holiday
  • Option to buy or sell additional holiday
  • Hybrid working model
  • Flexible working hours around core hours
  • Additional annual wellbeing day
  • Healthcare support including GP access
  • Health cash plan
  • Retail discounts platform
  • Electric vehicle scheme
  • Pension and life assurance
  • Enhanced family leave policies
  • Cycle to work scheme
  • Internal development programme
  • Regular social events and recognition awards

About The Role

You will take ownership of a portfolio of private clients, managing their tax affairs end to end while ensuring all compliance deadlines are met. Alongside this, you will support on more complex tax matters, working closely with senior members of the team to deliver practical advice. The role offers a mix of compliance and exposure to advisory work, with regular client interaction and the opportunity to build strong working relationships. You will also play a part in supporting junior team members and contributing to the wider team’s delivery.

Key responsibilities:

  • Manage a portfolio of private clients and oversee all related deadlines
  • Prepare and review personal tax returns
  • Act as a main point of contact for client queries
  • Support on tax planning and advisory work
  • Liaise with HMRC and handle client correspondence
  • Attend client meetings and maintain relationships
  • Assist with billing for your portfolio
  • Support and guide junior team members
  • Contribute to the wider tax team where required

The successful Personal Tax Senior will have:

  • ATT qualified CTA part qualified or working towards
  • Experience within a private client tax role in practice
  • Strong understanding of personal tax compliance
  • Ability to manage multiple deadlines and priorities
  • Confident communication skills
  • Good IT skills and ability to learn new systems
  • Ability to work independently and within a team
  • Proactive and commercially aware approach
  • Full right to work in the UK

Personal Tax Senior in Hampshire employer: Howett Thorpe Recruitment Consultants Ltd

Join a dynamic and people-focused environment where as a Personal Tax Senior, you will have the autonomy to manage your own portfolio and build meaningful client relationships. With a strong emphasis on personal growth, flexible working arrangements, and a comprehensive benefits package, this role offers a unique opportunity to advance your career in personal tax while enjoying a supportive culture that values your contributions and well-being.
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Contact Detail:

Howett Thorpe Recruitment Consultants Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Personal Tax Senior in Hampshire

✨Tip Number 1

Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to folks on LinkedIn. Building relationships can open doors that a CV just can't.

✨Tip Number 2

Prepare for interviews by knowing your stuff! Research the company and its culture, and be ready to discuss how your experience aligns with their needs. We want you to shine and show them why you're the perfect fit for the Personal Tax Senior role.

✨Tip Number 3

Practice makes perfect! Do mock interviews with friends or family to get comfortable with common questions. The more you practice, the more confident you'll feel when it’s time to impress the hiring team.

✨Tip Number 4

Don’t forget to follow up! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds. Plus, we love seeing candidates who take initiative!

We think you need these skills to ace Personal Tax Senior in Hampshire

Portfolio Management
Personal Tax Compliance
Client Relationship Management
Tax Planning
Advisory Skills
Communication Skills
IT Proficiency
Deadline Management
Team Collaboration
Proactive Approach
Commercial Awareness
ATT Qualified
CTA Part Qualified

Some tips for your application 🫡

Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. Use a friendly tone and share a bit about what excites you about the Personal Tax Senior role.

Tailor Your CV: Make sure your CV is tailored to the job description. Highlight your experience in managing client portfolios and any advisory work you've done. We love seeing how your skills match what we're looking for!

Be Clear and Concise: Keep your application clear and to the point. We appreciate straightforward communication, so avoid jargon and make sure your key achievements stand out. This helps us see your potential quickly!

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!

How to prepare for a job interview at Howett Thorpe Recruitment Consultants Ltd

✨Know Your Stuff

Make sure you brush up on personal tax compliance and advisory work. Familiarise yourself with the latest regulations and common client queries. This will not only show your expertise but also demonstrate your commitment to staying updated in the field.

✨Showcase Your Client Management Skills

Prepare examples of how you've successfully managed client portfolios in the past. Highlight your ability to build relationships and handle complex queries. This is key, as the role emphasises direct client interaction and trust.

✨Demonstrate Team Spirit

Be ready to discuss how you've supported junior team members or contributed to a team's success. This role involves collaboration, so showcasing your teamwork skills will resonate well with the interviewers.

✨Ask Insightful Questions

Prepare thoughtful questions about the company culture, growth opportunities, and the types of clients you'll be working with. This shows your genuine interest in the role and helps you assess if it's the right fit for you.

Personal Tax Senior in Hampshire
Howett Thorpe Recruitment Consultants Ltd
Location: Hampshire

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