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Personal Tax Senior

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Job Description - Personal Tax Senior

An established and respected firm of Chartered Accountants in Winchester is looking to appoint a Personal Tax Semi -Senior or Senior to support the ongoing growth of its private client team. This is a fantastic opportunity to join an independent practice with a strong reputation for delivering high -quality compliance and tailored tax advisory services.

The firm advises a diverse client base, including high -net -worth individuals, business owners, company directors, and both UK and non -UK domiciled individuals. You'll be joining a friendly and experienced team in a collaborative environment that places strong emphasis on technical development and long -term client relationships.

Key Responsibilities:

As a Personal Tax Senior, your role will involve managing a portfolio of private clients and delivering both compliance and advisory services, including:
  • Overseeing all aspects of personal tax compliance for individuals, directors, non -residents, and partnerships
  • Providing tailored advice on matters such as CGT, IHT, residence and domicile, trusts, and share schemes
  • Supporting ad -hoc advisory projects and planning work
  • Playing a role in client relationship management and contributing to business development
  • Supervising junior staff and supporting their training and development


Requirements

  • ATT qualified and/or ACA/ACCA/CTA qualified, or studying towards a relevant qualification
  • Previous experience in a personal tax role within a UK accountancy firm
  • Strong technical knowledge across personal tax compliance and advisory matters
  • Confident managing your own workload and contributing to wider team objectives
  • A keen interest in developing a career in private client tax


Benefits

  • Salary: Â£35,000 – £48,000, depending on experience and qualification status, reflecting your experience and expertise, along with a comprehensive benefits package
  • Study support for CTA, ACA or ACCA (if applicable)
  • A supportive and professional working environment with ongoing training
  • Excellent long -term career progression

Please contact Joe Potter on 01882206677 (tel), 07386668225 (mob), [email protected], or via LinkedIn for a confidential conversation. 

Refer a friend...

We’re keen to remain the leading provider of the best accountancy talent in the South -East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South -East so if your friends, family, or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them.

For every candidate you refer and we subsequently place into a permanent position, we will give you up to £500 of Love2Shop vouchers. (Terms & Conditions apply).



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