Assistant Tax Compliance Manager

Hopper Williams & Bell Limited; Chandler's Ford; On-site; GBP 38,000 - 52,000; Full time

Benefits offered by this job

Flexible working

Career development

Competitive salary & benefits

Job summary

HWB Chartered Accountants, based in Chandler’s Ford, Southampton, is seeking an experienced Assistant Tax Compliance Manager to join our Tax Team. You will oversee the annual tax return programme and manage a portfolio of personal, partnership and trust returns, helping to drive efficient workflows.

The ideal candidate holds ATT and/or CTA, has 3+ years in Personal Tax, and demonstrates strong client relationships, precise organisation and a collaborative mindset.

Qualifications

• ATT and/or CTA qualification held.
• Minimum three years' experience in Personal Tax.
• Strong technical tax knowledge and commitment to development.

Responsibilities

• Oversee personal, partnership and trust tax return programme.
• Manage portfolio of tax returns from prep to submission.
• Monitor deadlines and KPI-driven work flow.
• Support review of tax returns prepared by juniors.
• Liaise with clients for information and payment reminders.
• Identify and communicate tax planning opportunities.
• Assist with Making Tax Digital (MTD) for Income Tax processes.
• Contribute to process improvements and annual programme review.
• Prepare compliance fee quotations and build client relationships.

Skills

ATT/CTA qualification

3+ years Personal Tax

Strong tax knowledge

Excellent communication

Highly organized

Collaborative

IT skills

Education

ATT/CTA qualification

Tools

Iris software

Job description

Location: Chandler’s Ford, Southampton
Salary: Competitive, dependent on experience
Job Type: Full-time, Permanent

Join HWB and help shape the future of our Tax Compliance team

HWB Chartered Accountants is a leading independent firm of accountants, business advisers and tax specialists based in Chandler’s Ford, Southampton. We pride ourselves on delivering exceptional client service whilst providing our people with opportunities to develop and thrive in a supportive and collaborative environment.

We are looking for an experienced Assistant Tax Compliance Manager to join our growing Tax Team. This is an excellent opportunity for a motivated tax professional who enjoys managing compliance processes, supporting colleagues and building strong client relationships.

The role

Working closely with the Tax Compliance Manager, you will play a key role in overseeing the annual tax return programme and ensuring the smooth and efficient flow of work across the department.

Key responsibilities will include:

• Assisting with the management of our personal, partnership and trust tax return programme.
• Managing your own portfolio of tax returns from preparation through to submission.
• Monitoring deadlines and ensuring work is completed efficiently and within agreed KPIs.
• Supporting the review of tax returns prepared by junior team members.
• Liaising with clients regarding information requirements and tax payment reminders.
• Identifying and communicating tax planning opportunities.
• Supporting the ongoing management of Making Tax Digital (MTD) for Income Tax processes.
• Assisting with process improvements and the annual tax programme review.
• Responding to enquiries from prospective clients and preparing compliance fee quotations.
• Building and maintaining strong relationships with clients and colleagues.

About you

We’re looking for someone who:

• Holds an ATT and/or CTA qualification.
• Has at least three years’ experience working within a Personal Tax environment.
• Possesses strong technical tax knowledge and a commitment to ongoing professional development.
• Has excellent communication and relationship-building skills.
• Is highly organised with the ability to manage competing priorities and deadlines.
• Enjoys working collaboratively and supporting the development of others.
• Has strong IT skills; experience with Iris software would be advantageous but is not essential.

At HWB, we recognise that our people are our greatest asset. We offer:

• A supportive and friendly working environment.
• Opportunities for career progression and professional development.
• Flexible working arrangements.
• Competitive salary and benefits package.
• A strong team culture with regular social and wellbeing initiatives.