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Private Client Tax Senior

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Job Description - Private Client Tax Senior

A leading firm of Chartered Accountants in Basingstoke,
Hampshire is looking to recruit a Personal Tax Senior to support the ongoing
growth of its private client team. This is an excellent opportunity to join a
highly regarded independent practice with a strong reputation for delivering
high -quality personal tax compliance and advisory services.


The firm advises a diverse private client portfolio,
including HNWI’s, OMB’s, company directors, entrepreneurs, and UK and non -UK
domiciled individuals. You will join a friendly, technically capable team in a
collaborative and supportive environment, where long term client relationships
and tailored tax advice are central to the firm’s approach.


Key Responsibilities

As a Personal Tax Senior, you will manage your own portfolio
of private clients and provide a blend of compliance and advisory services,
including:

  • Managing
    all aspects of personal tax compliance for individuals, directors,
    partnerships and non -resident clients

  • Providing
    tailored tax advice across areas such as CGT, IHT, residence and domicile,
    trusts and share schemes

  • Assisting
    with ad -hoc and project based advisory work

  • Supporting
    business development activities and maintaining strong client
    relationships

  • Supervising
    and mentoring junior team members and contributing to team development



Requirements

  • ATT
    qualified and/or ACA/ACCA qualified. CTA qualification or studies
    advantageous

  • Strong
    personal tax experience gained within a practice environment (Top 50,
    mid -tier or independent firm)

  • Good
    technical knowledge of personal tax compliance and advisory matters

  • Ability
    to manage a client portfolio independently while supporting wider advisory
    work

  • Genuine
    interest in private client tax and long -term career development in this
    area



Benefits

  • Salary of £38,000 - £48,000, depending on experience and qualifications
  • 25
    days’ holiday plus bank holidays

  • Study
    support for CTA, ACA or ACCA where applicable

  • Flexible
    working arrangements

  • Excellent
    benefits package and clear long term career progression

  • Supportive
    team culture with ongoing training and development


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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