At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and support advisory projects.
- Company: A modern, supportive practice with a strong reputation on the South Coast.
- Benefits: Competitive salary, flexitime, free parking, and ongoing professional development.
- Other info: Collaborative culture with accessible Partners and clear career progression pathways.
- Why this job: Join a friendly team where your expertise is valued and make a real impact.
- Qualifications: Experience in personal tax and relevant qualifications like ATT, CTA, ACA or ACCA.
The predicted salary is between 49500 - 60500 £ per year.
Your new company
Our client is a well-established, modern and supportive practice with a strong reputation across the South Coast for delivering high-quality personal tax advice.
Their friendly Personal Tax team in Southampton continues to grow, and they're now looking for an experienced Private Client Tax Senior or Manager to join them.
You'll be part of a tight-knit team of six, working closely with approachable Partners who truly value accuracy, personal attention, and long-term client relationships.
Your new role
In this hands-on private client position, you'll manage a high-quality portfolio covering personal tax, IHT, trusts and estates.
Day to day, you'll be preparing and reviewing a variety of personal tax compliance work, supporting Partners on advisory projects, and helping clients navigate the transition to Making Tax Digital.
Your key responsibilities will include
- Managing a varied private client portfolio within the firm's 1,300-client personal tax base.
- Preparing/reviewing self-assessment returns, CGT calculations, P11Ds, trust & estate returns, and IHT forms.
- Supporting Partners with MTD implementation and modernising tax processes.
- Assisting with advisory work including income extraction, IHT planning, trust structuring and broader wealth/succession matters.
- Acting as a liaison point between clients, HMRC, solicitors and internal teams.
- Spotting planning opportunities and escalating advisory points where appropriate.
- Supervising and mentoring junior colleagues, contributing to workflow management What you'll need to succeed You'll bring strong experience from a practice environment, ideally as a Personal Tax Senior, Assistant Manager or Manager.
The firm would love you to have
- ATT, CTA, ACA or ACCA qualification - or strong QBE experience.
- A solid grounding in personal tax, IHT, trusts and estates.
- Confidence managing a portfolio and working directly with private clients and HNWIs.
- A proactive approach to digital change and MTD developments.
- Excellent communication, organisation and client-care skills.
- What you'll get in return
- A competitive salary based on your experience.
- Modern offices with free on-site parking.
- Flexitime, overtime options and a good pension scheme.
- A supportive, collaborative culture with accessible Partners.
- Exposure to interesting, high-quality private client work.
- Ongoing professional development and clear career progression pathways.
What you need to do now If you enjoy delivering high-quality private client work and want to join a friendly, forward-thinking practice where your expertise will be genuinely valued, this could be a fantastic next step.
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
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Tax Senior or Manager in Southampton employer: Jobiqo
Bromley Council is an exceptional employer, dedicated to fostering a supportive and inclusive work environment where employees can thrive. With a strong commitment to professional development, flexible working arrangements, and a generous benefits package, including a local government pension scheme and unique discounts, the Council prioritises employee well-being and career growth. Located in the vibrant Bromley Civic Centre, you will be part of a team that plays a crucial role in shaping the future of the borough while enjoying the balance of urban and suburban life.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Senior or Manager in Southampton
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Jobiqo, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Tax Senior or Manager in Southampton
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Jobiqo's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Jobiqo. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Jobiqo!
How to prepare for a job interview at Jobiqo
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Jobiqo.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Jobiqo. It helps to show our commitment!
