Personal Tax Senior

Bennett and Game Recruitment LTD; Southampton; Hybrid; GBP 42,000 - 64,000; Full time

Benefits offered by this job

Comprehensive benefits package

Professional development support

Flexible working options

Modern office in Southampton

Job summary

Bennett and Game Recruitment LTD in Southampton is seeking a Personal Tax Senior / Specialist to manage a private client portfolio and deliver ad-hoc advisory work. You will work closely with directors and tax managers to review returns and drive client service in a collaborative, modern office.

The role offers a full-time, hybrid working arrangement with clear progression toward managerial responsibilities, and a strong emphasis on professional development and team growth.

Qualifications

• Proven track record in UK personal tax compliance.
• Strong knowledge of self-assessment and CGT.
• ATT/CTA qualified, part-qualified, or QBE.

Responsibilities

• Portfolio management of an established personal tax portfolio for high-net-worth individuals, directors and sole traders.
• Compliance & Review: prepare and review self-assessment tax returns and meet deadlines.
• Advisory & Planning: assist with CGT computations and bespoke planning assignments.
• Direct liaison: work with firm directors and client managers as day-to-day contact.
• Team collaboration: support junior team members and trainees.

Skills

Client communication

Portfolio management

Advisory skills

Education

ATT/CTA qualified or part-qualified or QBE

Job description

Job Title: Personal Tax Senior / Tax Specialist

Location: Southampton

Working Arrangement: Full-Time, Primary Office-Based with Flexibility

Package: Competitive Salary + Comprehensive Benefits Package

Overview

An established, independent accountancy practice based in the Southampton area is seeking a motivated Personal Tax Senior / Specialist to join a vibrant, growing team. Working directly alongside the firm's directors and tax managers, this position will focus on managing a dedicated portfolio of personal tax clients, picking up ad-hoc advisory projects, and reviewing tax returns prepared by the wider team.

This role is ideal for an individual looking to take ownership of a private client portfolio while having clear pathways to progress to Manager level. The practice is independently owned, proud of its collaborative culture, and offers a lively, modern office environment with a strong focus on team development.

Job Responsibilities

• Portfolio Management: Take responsibility for an established client portfolio focused primarily on personal tax, servicing high-net-worth individuals, directors, and sole traders.
• Compliance & Review: Prepare and review self-assessment tax returns, ensuring all submission deadlines are met efficiently across the tax department.
• Advisory & Planning: Assist with technical tax projects, including Capital Gains Tax (CGT) computations and bespoke planning assignments.
• Direct Liaison: Work directly alongside firm directors and client managers, serving as a key point of contact for day-to-day client queries.
• Team Collaboration: Support junior team members and trainees, fostering a collaborative, supportive working environment.

Job Requirements

• Practice Experience: Proven track record in UK personal tax compliance within a recognised accountancy practice.
• Technical Skills: Strong technical knowledge of self-assessment and CGT; experience handling varied personal tax portfolios.
• Qualifications: ATT / CTA qualified, part-qualified, or Qualified by Experience (QBE).
• Career Ambition: Driven to develop technical skills, take on project work, and progress towards a Manager level role.
• Communication: Strong interpersonal skills with an approachable, professional manner when speaking with clients and internal stakeholders.

Salary & Benefits

• Competitive Remuneration: Market-aligned salary tailored to the depth of your practice experience.
• Career Development: Clear room for progression to Manager level within an expanding practice.
• Modern Office Culture: Excellent working environment in a vibrant office featuring great staff facilities, break-out areas, and an active team environment.
• Training Support: Full backing for ongoing professional development and professional qualification support if required.
• Flexible Structure: Supportive policy for ad-hoc working flexibility alongside high-quality office-based collaboration.