Job Description
If you are looking for more than just processing returns and ticking compliance boxes, this Private Client Tax Senior role offers something genuinely different. You’ll step into a position where you are trusted to manage your own portfolio, build direct relationships with clients, and become a go-to advisor on personal tax matters. The environment is fast-moving and people-focused, with a clear emphasis on giving you the space to grow, take ownership, and progress at pace. With exposure to a wide range of clients and the opportunity to get involved in advisory work early, this is a role designed for someone who wants to move beyond routine compliance and build a long-term career with real variety and impact.
Job Title: Personal Tax Senior
Job Type: Permanent
Location: Basingstoke
Salary: £35,000 – 50,000
Reference no: 16041
Personal Tax Senior – Benefits
* 25 days holiday
* Option to buy or sell additional holiday
* Hybrid working model
* Flexible working hours around core hours
* Additional annual wellbeing day
* Healthcare support including GP access
* Health cash plan
* Retail discounts platform
* Electric vehicle scheme
* Pension and life assurance
* Enhanced family leave policies
* Cycle to work scheme
* Internal development programme
* Regular social events and recognition awards
Personal Tax Senior – About The Role
You will take ownership of a portfolio of private clients, managing their tax affairs end to end while ensuring all compliance deadlines are met. Alongside this, you will support on more complex tax matters, working closely with senior members of the team to deliver practical advice. The role offers a mix of compliance and exposure to advisory work, with regular client interaction and the opportunity to build strong working relationships. You will also play a part in supporting junior team members and contributing to the wider team’s delivery. Key responsibilities:
* Manage a portfolio of private clients and oversee all related deadlines
* Prepare and review personal tax returns
* Act as a main point of contact for client queries
* Support on tax planning and advisory work
* Liaise with HMRC and handle client correspondence
* Attend client meetings and maintain relationships
* Assist with billing for your portfolio
* Support and guide junior team members
* Contribute to the wider tax team where required
The successful Personal Tax Senior will have:
* ATT qualified
* CTA part qualified or working towards
* Experience within a private client tax role in practice
* Strong understanding of personal tax compliance
* Ability to manage multiple deadlines and priorities
* Confident communication skills
* Good IT skills and ability to learn new systems
* Ability to work independently and within a team
* Proactive and commercially aware approach
* Full right to work in the UK
Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful.
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