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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