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).