Personal Tax Senior

Personal Tax Senior Eastleigh, Hampshire Hybrid & Flexible Working Competitive, based on experience A well-established accountancy practice in Eastleigh is seeking a Personal Tax Senior to join its Private Client Tax team. This is an excellent opportunity for a CTA-qualified or part-qualified accountant with private client experience to manage a portfolio, develop advisory skills, and progress within a supportive, growing practice.

The Role Manage a portfolio of private client tax clients , ensuring compliance with HMRC and internal deadlines Prepare and process self-assessment tax returns for individuals, partnerships and trusts Calculate liabilities and advise clients on payment dates Assist with client queries and provide ad hoc tax advice with support from senior staff Handle billing of personal portfolio clients after work completion Deal with correspondence, telephone calls, and client meetings Support Partners and senior team members with technical queries and advisory projects Provide guidance and training to junior team members Deal with HMRC correspondence, telephone calls and enquiries Provide general support to the wider tax team as required Candidate Profile CTA part-qualified or fully qualified (study support available if required) Fully ATT qualified 2–4 years’ UK practice experience in mid-size or mid-tier accountancy firms Significant experience in a private client tax team Highly organised, able to manage multiple clients and deadlines Strong interpersonal and communication skills, both written and verbal Resilient, proactive and detail-oriented Confident using IT and quick to learn new software Strong team player with the ability to work independently Positive, commercial approach with tact and discretion What’s on Offer Hybrid working after probation (3 days office / 2 days home) Flexible working hours , core hours 10am–4pm Exposure to a wide range of private client and high-net-worth clients Opportunities to expand technical knowledge and advisory experience Part of a fast-growing accountancy practice with clear career progression Location Eastleigh, Hampshire Easily commutable from Southampton, Winchester, Fareham, Basingstoke and surrounding areas Next Steps This role is ideal for a CTA-qualified (or part-qualified) accountant seeking to manage a private client tax portfolio , gain advisory experience, and progress within a growing accountancy practice.

For a confidential discussion or to apply, please get in touch Jack Wood on or