Private Client Tax Assistant Manager

TPF Recruitment are delighted to be representing a highly reputable, large independent firm of chartered accountants in Southampton, who are seeking a Private Client Tax Assistant Manager to join their growing team.

This is an excellent opportunity to join a people-focused practice that values both its clients and its staff, providing a supportive environment and real scope for career progression.

As a key member of the private client tax team, you will be responsible for managing a varied portfolio of personal tax clients, whilst also supporting the development of junior staff and contributing to advisory projects. You will report to a Client Director and work closely with colleagues across the firm.

Responsibilities:

Manage tax compliance for a portfolio of individuals, trusts, and partnerships

Review personal tax returns prepared by junior staff, ensuring accuracy and quality

Prepare tax returns for more complex cases

Liaise directly with clients and HMRC, handling queries and resolving tax issues

Provide advice to clients on tax matters and identify planning opportunities

Support and mentor trainees within the tax team

Work collaboratively with client managers, directors, and other professionals such as IFAs and pension advisers

Requirements
The successful candidate will have/be:

Previous experience in a supervisory role within personal tax

Strong organisational skills and attention to detail

Confident communicator, able to explain complex tax issues clearly to both clients and colleagues

Supportive and collaborative approach, with a willingness to mentor junior staff

Enthusiasm for continuous learning and professional development

ATT and/or CTA qualification are desirable but not essential.

Benefits

Salary circa £50,000 - £58,000 per annum, depending on experience and qualification status.

Opportunities for progression within a growing independent practice

Flexible working arrangements.

Part-time will also be considered.

Supportive, collaborative, and people-focused culture.

Study support towards a tax qualification (if required).

This is a great opportunity for a personal tax specialist seeking a meaningful role with autonomy, variety, and career development within a respected firm.

Please contact Joe Potter on (phone number removed) (tel), (phone number removed) (mob), , or via  for a confidential conversation.

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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.

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