Personal Tax Senior

TPF Recruitment Ltd; Eastleigh; Hybrid; GBP 40,000 - 45,000; Full time

Benefits offered by this job

Flexible and hybrid working

Study support

Career progression

Supportive team environment

Exposure to a varied client portfolio

Job summary

TPF Recruitment are supporting an independent firm of Chartered Accountants in Eastleigh to hire a Personal Tax Senior into their growing tax team. The role blends compliance with advisory work for a varied client base, within a supportive culture offering flexibility.

You will manage private client portfolios including high-net-worth individuals, directors and partnerships, delivering timely returns and planning guidance while mentoring junior staff as needed.

Qualifications

• Strong technical knowledge of personal tax compliance.
• Ability to manage client relationships and work independently.
• Keen to develop knowledge within private client taxation.

Responsibilities

• Manage a portfolio of private tax clients including high-net-worth individuals and directors.
• Prepare and review personal tax returns and related compliance work.
• Provide personal tax planning and advisory support.
• Meet deadlines and maintain high client service standards.
• Mentor junior team members and support tax projects.

Skills

Strong client relationship management

Independent workload management

Attention to detail

Education

ATT / ACA / ACCA / CTA part qualified or qualified by experience

Experience in personal tax in UK accountancy firm

Job description

Job Description

TPF Recruitment are delighted to be supporting a highly regarded independent firm of Chartered Accountants in Eastleigh, who are looking to hire a Personal Tax Senior into their growing tax team.

This is an excellent opportunity to join a large, people-focused practice that has built a strong reputation for delivering high-quality tax and accounting services to a loyal and diverse client base. Known for its supportive culture and flexible approach to working, the firm offers an environment where individuals are encouraged to develop their technical skills and progress their careers.

The successful candidate will join a growing private client tax team, working with a varied portfolio of individuals, business owners, company directors and partnerships. The role offers a balanced mix of compliance responsibilities and advisory exposure, making it ideal for someone looking to further their career within personal taxation.

The Role

You will be responsible for managing your own portfolio of private clients, ensuring compliance obligations are met while also identifying opportunities to provide valuable tax planning advice. Working closely with experienced tax professionals, you will gain exposure to a wide range of personal tax matters and support clients with their ongoing tax affairs.

• Managing a portfolio of personal tax clients, including high-net-worth individuals, directors, sole traders and partnerships
• Preparing and reviewing personal tax returns and associated compliance work
• Ensuring deadlines are met and client service standards remain consistently high
• Assisting clients with a range of personal tax planning and advisory matters
• Supporting tax projects and ad hoc advisory assignments as they arise
• Building strong relationships with clients and acting as a trusted point of contact
• Identifying opportunities to enhance the services provided to clients
• Supporting and mentoring junior team members where appropriate

Requirements

• ATT, ACA, ACCA, CTA part qualified/qualified pr qualified by experience
• Previous personal tax experience gained within a UK accountancy practice
• Strong technical understanding of personal tax compliance
• Comfortable managing client relationships and handling work independently
• Organised, proactive and able to prioritise effectively
• Keen to continue developing your knowledge within private client taxation
• Experience within an independent, regional or mid-tier practice would be advantageous

Benefits

• Competitive salary of £40,000 - £45,000 per annum, depending on experience and qualification status
• CTA study support where applicable
• Flexible and hybrid working arrangements
• A supportive and collaborative team environment
• Exposure to a varied client portfolio and advisory work
• Clear opportunities for career progression and professional 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