Personal Tax Senior,

7 months ago


Southampton, United Kingdom Accountancy Expertise Ltd Full time

Our client, an independent accountancy and tax services firm are seeking a Personal Tax Senior to join their team in Southampton.

**ESSENTIAL JOB FUNCTIONS**:
Dealing with ad-hoc tax queries from clients and advisors within the business and produce relevant tax calculations and advice. Some examples of the types of queries that could arise:

- capital gains tax estimates
- tax code queries
- pension annual allowance calculations
- Tax estimates on investment bond withdrawals
- Foreign tax queries
- employee share scheme queries and calculating share pools
- Trust tax queries
- incorporation advice

It will also include some compliance work, such as:

- Assist with the preparation of self-assessment tax returns and partnership tax returns. Trust tax return experience would be welcomed but not essential
- Review tax returns prepared by more junior members of the team, provide feedback and assist with any queries they have if possible
- Deal directly with clients to discuss their tax needs, ongoing client compliance work and identifying tax planning opportunities
- Meet with potential new clients to outline our services and fees

**Knowledge & Skills**
- Personal tax
- Partnership tax
- Trust tax
- Capital gains tax
- Sage personal tax desirable but not essential
- Tax qualification eg ATT, CTA or by experience

**The Person**

The Tax and Accountancy team is a small team, so personality as well as experience is key. The firm are looking for that person who can build relationships quickly with advisers and clients and be a massive support to the team.

This is an excellent opportunity to join a company who offer good benefits, including hybrid working and great prospects.

**Salary**: £34,999.99-£45,000.00 per year

**Benefits**:

- Flexitime
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Work Location: In person

Reference ID: AE081123



  • Southampton, Southampton, United Kingdom Clark Wood - Tax Recruitment Full time

    We are looking for a highly motivated and experienced Personal Tax Portfolio Manager to join our team in Southampton. This exciting opportunity comes with an estimated annual salary of £65,000-£85,000.About the CompanyClark Wood - Tax Recruitment is a regional firm that provides genuine progression opportunities. Our company overview includes a strong...

  • Senior Tax Manager

    4 weeks ago


    Southampton, Southampton, United Kingdom Hays Senior Finance Full time

    Company OverviewHays Senior Finance prides itself on being a reliable, approachable, and proactive partner for businesses. Our goal is to provide active involvement and help clients succeed.As a leading recruitment agency in the finance sector, we understand the importance of tax compliance and the need for experienced professionals like you to manage tax...

  • Senior Tax Advisor

    3 weeks ago


    Southampton, Southampton, United Kingdom Clark Wood - Tax Recruitment Full time

    Job OverviewWe are seeking an experienced Tax Affairs Manager to join our team at Clark Wood - Tax Recruitment.The successful candidate will be responsible for overseeing all aspects of personal tax affairs within the allocated portfolio of clients.The role will offer exposure to various advisory and tax planning areas, including dealing with the preparation...


  • Southampton, United Kingdom CMA Recruitment Group Full time

    CMA are currently working alongside an established accounting firm in Southampton, Hampshire looking for a Tax Senior / Manager to join them. The role would suit someone coming from a personal tax background, either ATT qualified or qualified by experience who wants to utilise their experience in a supportive, flexible environment. This role will...


  • Southampton, Southampton, United Kingdom Pro-Tax Full time

    **About the Role**We are looking for a skilled Tax Services Manager to join our team in Southampton, responsible for delivering high-quality corporate tax services to a diverse client base.In this exciting role, you will work closely with senior management to provide strategic tax advice, oversee compliance, and help drive the tax advisory business...


  • Southampton, United Kingdom Cma Recruitment Group Full time

    CMA are currently working alongside an establishedaccounting firm in Southampton, Hampshire looking for a Tax Senior / Manager to join them.The role would suit someone coming from a personal tax background, either ATT qualified or qualified by experiencewho wants to utilise their experience in a supportive, flexible environment.This role will involve taking...


  • Southampton, United Kingdom Cma Recruitment Group Full time

    CMA are currently working alongside an establishedaccounting firm in Southampton, Hampshire looking for a Tax Senior / Manager to join them.The role would suit someone coming from a personal tax background, either ATT qualified or qualified by experiencewho wants to utilise their experience in a supportive, flexible environment.This role will involve taking...

  • Senior Tax Manager

    4 days ago


    Southampton, Southampton, United Kingdom Hays Senior Finance Full time

    Company OverviewThe firm prides itself on being reliable, approachable and proactive. They offer active involvement to help businesses succeed.Salary£60,000 - £80,000 per annumJob DescriptionThis role involves managing the flow of work and ensuring all tax returns are completed on schedule. Responsibilities include sending reminders to clients and general...

  • Personal Tax Senior

    2 weeks ago


    Southampton, United Kingdom Taylor Hawkes Ltd Full time

    Taylor Hawkes are actively looking for a very talented individual to join a Top 20 accountancy firm, who are looking for a Private Client Tax Senior to be based from their Southampton office. This is a key role within a growing and dynamic firm, the TaxSenior will primarily be exposed to private clients dealing with compliance and helping with advisory...


  • Southampton, United Kingdom CMA Recruitment Group Full time

    CMA are currently working alongside an establishedaccounting firm in Southampton, Hampshire looking for a Tax Senior / Manager to join them.The role would suit someone coming from a personal tax background, either ATT qualified or qualified by experiencewho wants to utilise their experience in a supportive, flexible environment.This role will involve taking...

  • Tax Advisory Manager

    3 weeks ago


    Southampton, Southampton, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    About the Role:We are seeking a tax advisory manager to join our team in Southampton. As a tax advisory manager, you will be responsible for managing and delivering high-quality corporate tax services to a diverse portfolio of clients. You will work closely with senior management, providing strategic tax advice, overseeing compliance, and helping to drive...

  • Tax Expert Lead

    2 months ago


    Southampton, Southampton, United Kingdom Clark Wood - Tax Recruitment Full time

    Clark Wood - Tax Recruitment is currently seeking a highly skilled Tax Expert Lead to join their team in Southampton. This exciting opportunity comes with an estimated annual salary of £60,000-£80,000.About the RoleThe successful candidate will be responsible for overseeing all aspects of personal tax affairs within an allocated portfolio of clients. This...

  • Tax Senior

    7 months ago


    Southampton, United Kingdom Butler Rose Ltd Full time

    Butler Rose, public practice is delighted to be supporting our client, a growing firm of accountants', established almost 70 years ago, that are now eager to appoint a highly skilled and experienced Tax Senior. The main purpose of the role is to assist with the annual tax compliance work as well as identifying tax planning opportunities for a portfolio of...


  • Southampton, United Kingdom Pro-Tax Recruitment Full time

    Personal Tax Associate - Southampton - CTA Support Offered (Home Working Available) A 1st class provider in personal tax services are growing their Personal Tax team in Southampton and are now recruiting for a Personal Tax Associate. This mid-tier firm are experts in personal tax and are looking for a bright individual who is looking forfuture progression,...


  • Southampton, Southampton, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    Senior Tax ProfessionalSalary: £70,000 - £90,000 per annumWe are seeking a Senior Tax Professional to join our team in Southampton. This is an exciting opportunity to work with privately owned businesses, families, and private equity-backed companies on UK and international tax matters.You will manage a portfolio of clients and advise on complex tax...

  • Tax Senior

    1 week ago


    Southampton, United Kingdom Hays Specialist Recruitment Limited Full time

    Experienced tax senior tax semi senior assistant ATT QBE accountancy firm in Eastleigh Southampton You will be working for a firm of Chartered Accountants with offices in multiple locations in Hampshire who are looking for a Personal Tax Senior / Semi-Senior to join their friendly Tax Team in Eastleigh. You will be working within the Tax Department reporting...


  • Southampton, Southampton, United Kingdom ProTalent Limited Full time

    Are you a tax enthusiast looking to take your career to the next level? ProTalent Limited, a leading practice company based in Southampton, Hampshire, has an exciting opportunity for a Corporate Tax Professional to join their tax team.About the RoleThis is a challenging and rewarding role that will provide the successful candidate with the opportunity to...


  • Southampton, Southampton, United Kingdom Clark Wood - Tax Recruitment Full time

    We are seeking a highly skilled and experienced Southampton Tax Advisory Director to join our team. This exciting opportunity comes with an estimated annual salary of £70,000-£90,000.About the RoleThe successful candidate will be responsible for providing tax advice to clients, including legislative changes and tax-efficient planning where appropriate....


  • Southampton, United Kingdom Howells Consulting Ltd Full time

    Great opportunity to join an advisory-focused Private Client Tax team, providing income and capital taxes planning advice to HNW entrepreneurs, business owners, and families. Work closely with leading Private Client Tax Partners on ad hoc advisory projects. Perform a client-facing role as their trusted adviser. Develop your capital taxes planning skills in...


  • Southampton, United Kingdom Pro-Tax Recruitment Full time

    A top practice with an excellent reputation in the market regarding their Private Client Tax services is seeking a Private Client Tax Assistant Manager with excellent relationship management skills to join their growing Southampton team. Dealing with High Net Worth individuals, Non-Domiciled Residents, Entreprenuers and Directors etc with an interest in...