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Private Client Tax Associate

Job in Southampton, Hampshire County, SO15, England, UK
Listing for: Pro-Tax
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Tax Manager, Tax Advisor
  • Accounting
    Tax Manager, Tax Advisor
Job Description & How to Apply Below

Personal Tax Associate – Southampton

Personal tax services provider is expanding its Personal Tax team in Southampton and is recruiting a Personal Tax Associate. This mid‑tier firm is an expert in personal tax and seeks a bright individual interested in future progression and in undertaking the CTA qualification.

Overview

Over the last five years the firm has achieved significant success in client acquisition and is the first choice across the South for tax advice for high‑net‑worth individuals, sole traders, entrepreneurs and non‑domiciled individuals. An excellent training programme fast‑tracks Tax Managers to Tax Directors, providing genuine scope to carve out a highly profitable career in a short time frame.

Responsibilities

As a Personal Tax Associate you will manage a portfolio of clients and provide compliance and advice in person on inheritance tax, capital gains tax, trusts and issues affecting non‑domiciled residents. This part compliance/advisory role requires upholding the company’s high standards and delivering strong analytical skills and attention to detail.

Qualifications

Eligible candidates are ideally ATT qualified; part‑qualified or qualified by experience will also be considered.

To be considered for the role,  with your contact details to jennifer.nelson@pro‑

Equal Opportunity Employer

We are committed to ensuring the representation of people from all backgrounds regardless of gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status or any other aspect that makes them unique. We welcome applicants from all backgrounds to apply and encourage you to let us know if there are steps we can take to ensure your recruitment process enables you to present yourself in a way that makes you comfortable.

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Position Requirements
10+ Years work experience
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