Tax Senior or Manager
Your new companyOur client is a well-established, modern and supportive practice with a strong reputation across the South Coast for delivering high-quality personal tax advice. Their friendly Personal Tax team in Southampton continues to grow, and they''re now looking for an experienced Private Client Tax Senior or Manager to join them. You''ll be part of a tight-knit team of six, working closely with approachable Partners who truly value accuracy, personal attention, and long-term client relationships.Your new roleIn this hands-on private client position, you''ll manage a high-quality portfolio covering personal tax, IHT, trusts and estates. Day to day, you''ll be preparing and reviewing a variety of personal tax compliance work, supporting Partners on advisory projects, and helping clients navigate the transition to Making Tax Digital.Your key responsibilities will include: Managing a varied private client portfolio within the firm''s 1,300-client personal tax base.Preparing/reviewing self-assessment returns, CGT calculations, P11Ds, trust and estate returns, and IHT forms.Supporting Partners with MTD implementation and modernising tax processes.Assisting with advisory work including income extraction, IHT planning, trust structuring and broader wealth/succession matters.Acting as a liaison point between clients, HMRC, solicitors and internal teams.Spotting planning opportunities and escalating advisory points where appropriate.Supervising and mentoring junior ..... full job details .....
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