📍 Winchester (SO23 8SR – 5 minute walk from Winchester station)
🏢 Predominantly office-based (minimum 3 days onsite)
We’re working with a well-established Chartered Tax Advisory firm in Winchester that is looking to hire an experienced Personal Tax Manager to join its growing private client team.
This is a fantastic opportunity to join a close-knit firm that works with a diverse client base including business owners, HNWIs, landlords and international clients. The firm has particular strength in non-dom and expatriate tax, including supporting US nationals living in the UK, so experience in this area would be highly valued.
The Role
The role sits within the firm’s Personal Tax team and will primarily focus on self-assessment compliance, client advisory work, and managing client relationships during the tax return cycle.
You will work closely with senior leadership on complex matters while also mentoring junior team members.
Key Responsibilities
* Managing a portfolio of personal tax clients
* Overseeing and coordinating the Self Assessment tax return process
* Reviewing tax returns prepared by junior team members
* Liaising with clients to gather required information
* Handling client queries and providing tax advice
* Supporting the Tax Director on more complex tax matters
* Managing billing arrangements for your client portfolio
* Coaching and supporting junior staff members PT-Manager-Job-Spec
What We’re Looking For
* ATT or CTA qualified (or working towards CTA)
* At least 3+ years’ experience in personal tax
* Experience working with expats / non-doms is highly beneficial
* Exposure to US taxpayers needing UK Self-Assessment returns would be particularly valuable
* Strong communication and organisational skills
* Experience reviewing work and mentoring junior staff
* Competitive salary (£50k–£55k, with some flexibility for the right candidate)
* 20 days annual leave, increasing to 25 days with service
* Death in service
* Support for further professional development and training PT-Manager-Job-Spec
Location
Approximately 5 minutes’ walk from Winchester station, close to the council offices.
Interested?
If you have strong personal tax experience and exposure to international or expat clients, we’d love to hear from you.
* Apply directly or message me for a confidential conversation.
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