Private Client Tax Assistant Manager

TPF Recruitment are delighted to be representing a highly reputable, large independent firm of chartered accountants in Southampton, who are seeking a Private Client Tax Assistant Manager to join their growing team.

This is an excellent opportunity to join a people -focused practice that values both its clients and its staff, providing a supportive environment and real scope for career progression.

As a key member of the private client tax team, you will be responsible for managing a varied portfolio of personal tax clients, whilst also supporting the development of junior staff and contributing to advisory projects. You will report to a Client Director and work closely with colleagues across the firm.

Responsibilities:

• Manage tax compliance for a portfolio of individuals, trusts, and partnerships
  
• Review personal tax returns prepared by junior staff, ensuring accuracy and quality
  
• Prepare tax returns for more complex cases
  
• Liaise directly with clients and HMRC, handling queries and resolving tax issues
  
• Provide advice to clients on tax matters and identify planning opportunities
  
• Support and mentor trainees within the tax team
  
• Work collaboratively with client managers, directors, and other professionals such as IFAs and pension advisers
  

Requirements

The successful candidate will have/be:

• Previous experience in a supervisory role within personal tax
  
• Strong organisational skills and attention to detail
  
• Confident communicator, able to explain complex tax issues clearly to both clients and colleagues
  
• Supportive and collaborative approach, with a willingness to mentor junior staff
  
• Enthusiasm for continuous learning and professional development
  
• ATT and/or CTA qualification are desirable but not essential.
  

Benefits

• Salary circa £50,000 - £58,000 per annum, depending on experience and qualification status.
  
• Opportunities for progression within a growing independent practice
  
• Flexible working arrangements.
  
• Part -time will also be considered.
  
• Supportive, collaborative, and people -focused culture.
  
• Study support towards a tax qualification (if required).