Personal Tax Senior

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

Benefits

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 (phone number removed) (tel), (phone number removed) (mob), , or via  for a confidential conversation.

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