Personal Tax Senior

Are you a passionate personal tax professional looking to take the next step in your career with an independent firm that genuinely values its people and clients? Based in the heart of Winchester, our client is a well-established and highly regarded accountancy practice known for its supportive team environment and commitment to delivering personalised service.

This is an excellent opportunity to join a close-knit and collaborative team where your contribution is recognised, your development is supported, and your work-life balance is respected.

• Managing a diverse portfolio of personal tax clients, including HNWIs, sole traders, directors and landlords.

• Preparing and reviewing self-assessment tax returns.

• Advising clients on a range of personal tax matters, including residence, capital gains and inheritance tax.

• Working closely with the wider team to identify tax planning opportunities and deliver excellent client service.

• Ensuring compliance with relevant tax legislation and deadlines.

• Previous experience in a personal tax role within a practice environment.

• Strong technical knowledge of UK personal tax legislation.

• Excellent communication and interpersonal skills, with a proactive and client-focused approach.

• ATT qualified (or equivalent)  would be advantageous but not essential.

• A collaborative team player with a positive attitude and commitment to continuous learning.

• Hybrid working model to support flexibility and work-life balance.

• Friendly and supportive culture where people come first.

• Opportunity for continued professional development and career progression.

Join a firm where people matter, relationships count, and your growth is part of the plan.

CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and does not discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work-finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications. Whilst we ensure all applications are considered, regrettably, it may not be possible to respond individually to all applications received.