Personal Tax Senior

TPF Recruitment; Winchester; On-site; GBP 35,000 - 48,000; Full time

Job summary

An independent accountancy firm in Winchester is seeking a Personal Tax Semi-Senior or Senior to join its private client team. This role involves managing tax compliance for high-net-worth individuals and delivering tailored advisory services. The ideal candidate will have relevant qualifications and experience within a UK accountancy firm. A competitive salary of £35,000 – £48,000 is offered, along with great career progression and a supportive work environment.

Benefits

Competitive salary

Study support for CTA, ACA or ACCA

Ongoing training

Excellent long-term career progression

Qualifications

• 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.

Responsibilities

• Overseeing all aspects of personal tax compliance for clients.
• Providing tailored advice on CGT, IHT, residence and domicile.
• Supervising junior staff and supporting their training and development.

Skills

Personal tax compliance

Client relationship management

Advisory services

Team leadership

Education

ATT qualified and/or ACA/ACCA/CTA qualified

Job description

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An established and respected firm of Chartered Accountants in Winchester is looking to appoint a Personal Tax Semi-Senior or Senior to support the ongoing growth of its private client team. This is a fantastic opportunity to join an independent practice with a strong reputation for delivering high-quality compliance and tailored tax advisory services. The firm advises a diverse client base, including high-net-worth individuals, business owners, company directors, and both UK and non-UK domiciled individuals. You'll be joining a friendly and experienced team in a collaborative environment that places strong emphasis on technical development and long-term client relationships. Key Responsibilities:

As a Personal Tax Senior, your role will involve managing a portfolio of private clients and delivering both compliance and advisory services, including:

• Overseeing all aspects of personal tax compliance for individuals, directors, non-residents, and partnerships
• Providing tailored advice on matters such as CGT, IHT, residence and domicile, trusts, and share schemes
• Supporting ad-hoc advisory projects and planning work
• Playing a role in client relationship management and contributing to business development
• Supervising junior staff and supporting their training and 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
• Salary: £35,000 – £48,000, depending on experience and qualification status, reflecting your experience and expertise, along with a comprehensive benefits package
• Study support for CTA, ACA or ACCA (if applicable)
• A supportive and professional working environment with ongoing training
• Excellent long-term career progression
  

Please contact Joe Potter on 01882206677 (tel), 07386668225 (mob), , or via LinkedIn for a confidential conversation.

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).