Description
Private Client Tax Senior
Ref: CWK833
Salary: £35,000 - £45,000 (DOE)
Southampton
This Private Client Tax Senior opportunity with a leading firm of Chartered Accountants in Southampton offers real technical variety, a high-quality private client base, and a firm with a strong South Coast reputation that actively supports the development and progression of its people, with flexible working, a company pension, and much more on offer.
Crowe Watson Recruitment has a strong and well-established presence across the South Coast accountancy market, and the team brings genuine sector knowledge and a personal approach to every search it undertakes in the region. Candidates who work with Crowe Watson value the straightforwardness of the advice they receive and the care taken to ensure that any opportunity presented is the right fit for their skills and longer term career ambitions.
As Private Client Tax Senior, you will manage a varied and rewarding portfolio of private clients, including high-net-worth individuals, trusts, and estates, delivering compliance and advisory services to a consistently high standard and building trusted client relationships that will form a central part of your professional development at this level. Southampton has a diverse and active professional services community, and the firm’s private client base reflects that well, offering technical variety and a breadth of work that will keep any ambitious tax professional consistently engaged. There is a clear and well-supported pathway to assistant manager level for the right individual, within a team that is technically strong, collaborative, and a good place to build a long-term career. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.
Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience.
Please note that Crowe Watson Recruitment is unable to assist with sponsorship applications; all candidates must have the right to work in the UK without restriction.
Key Responsibilities
Managing a portfolio of private clients including high-net-worth individuals, trusts, and estates
Preparing and reviewing self-assessment tax returns and associated compliance work
Providing tailored advice across income tax, capital gains tax, and inheritance tax
Building and maintaining strong, trusted client relationships as a reliable point of contact
Supporting and mentoring junior members of the private client tax team
Liaising with HMRC on client matters including correspondence and enquiries
Requirements
ATT and/or CTA qualified, or ACA/ACCA qualified with a strong private client tax background
At least three years' experience working within a UK Practice environment
Proven experience managing a portfolio of private clients with confidence and technical accuracy
Solid knowledge of UK personal tax, capital gains tax, inheritance tax, and trusts
Excellent communication and interpersonal skills with a professional and confident client-facing manner
Well organised with the ability to manage competing priorities and deadlines effectively
Ref: CWK833
Salary: £35,000 - £45,000 (DOE)
Southampton
This Private Client Tax Senior opportunity with a leading firm of Chartered Accountants in Southampton offers real technical variety, a high-quality private client base, and a firm with a strong South Coast reputation that actively supports the development and progression of its people, with flexible working, a company pension, and much more on offer.
Crowe Watson Recruitment has a strong and well-established presence across the South Coast accountancy market, and the team brings genuine sector knowledge and a personal approach to every search it undertakes in the region. Candidates who work with Crowe Watson value the straightforwardness of the advice they receive and the care taken to ensure that any opportunity presented is the right fit for their skills and longer term career ambitions.
As Private Client Tax Senior, you will manage a varied and rewarding portfolio of private clients, including high-net-worth individuals, trusts, and estates, delivering compliance and advisory services to a consistently high standard and building trusted client relationships that will form a central part of your professional development at this level. Southampton has a diverse and active professional services community, and the firm’s private client base reflects that well, offering technical variety and a breadth of work that will keep any ambitious tax professional consistently engaged. There is a clear and well-supported pathway to assistant manager level for the right individual, within a team that is technically strong, collaborative, and a good place to build a long-term career. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.
Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience.
Please note that Crowe Watson Recruitment is unable to assist with sponsorship applications; all candidates must have the right to work in the UK without restriction.
Key Responsibilities
Managing a portfolio of private clients including high-net-worth individuals, trusts, and estates
Preparing and reviewing self-assessment tax returns and associated compliance work
Providing tailored advice across income tax, capital gains tax, and inheritance tax
Building and maintaining strong, trusted client relationships as a reliable point of contact
Supporting and mentoring junior members of the private client tax team
Liaising with HMRC on client matters including correspondence and enquiries
Requirements
ATT and/or CTA qualified, or ACA/ACCA qualified with a strong private client tax background
At least three years' experience working within a UK Practice environment
Proven experience managing a portfolio of private clients with confidence and technical accuracy
Solid knowledge of UK personal tax, capital gains tax, inheritance tax, and trusts
Excellent communication and interpersonal skills with a professional and confident client-facing manner
Well organised with the ability to manage competing priorities and deadlines effectively