Personal Tax Senior

Basingstoke, Hampshire

Hybrid & Flexible Working

Competitive, based on experience

A well-established accountancy practice in Basingstoke is seeking a Personal Tax Senior to join its growing Private Client Tax team.

This is an excellent opportunity for a CTA-qualified or part-qualified accountant with experience in private client tax, looking to manage a portfolio of clients and develop their technical and advisory skills.

The Role

• Manage a portfolio of private client tax clients, ensuring compliance with HMRC and internal deadlines
• Prepare and process self-assessment tax returns for individuals, partnerships and trusts
• Calculate liabilities and advise clients on payment dates
• Assist with client queries and provide ad hoc tax advice with support from senior staff
• Handle billing of personal portfolio clients after work completion
• Deal with correspondence, telephone calls, and client meetings
• Support Partners and senior team members with technical queries and advisory projects
• Provide guidance and training to junior team members
• Deal with HMRC correspondence, telephone calls and enquiries
• Provide general support to the wider tax team as required

Candidate Profile

• CTA part-qualified or fully qualified (study support available if required)
• Fully ATT qualified
• 2–4 years’ UK practice experience in mid-size or mid-tier accountancy firms
• Significant experience in a private client tax team
• Highly organised, able to manage multiple clients and deadlines
• Strong interpersonal and communication skills, both written and verbal
• Resilient, proactive and detail-oriented
• Confident using IT and quick to learn new software
• Strong team player with the ability to work independently
• Positive, commercial approach with tact and discretion

What’s on Offer

• Hybrid working after probation (3 days office / 2 days home)
• Flexible working hours , core hours 10am–4pm
• Exposure to a wide range of private client and high-net-worth clients
• Opportunities to expand technical knowledge and advisory experience
• Part of a fast-growing accountancy practice with clear career progression

Location

• Basingstoke, Hampshire
• Easily commutable from Reading, Farnborough, Fleet, Winchester and surrounding areas

Next Steps

This role is ideal for a CTA-qualified (or part-qualified) accountant seeking to manage a private client tax portfolio, gain advisory experience, and progress within a growing accountancy practice.

For a confidential discussion or to apply, please get in touch Jack Wood on or