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

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.

• 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 (tel), (mob), , or via LinkedIn for a confidential conversation. 

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