Personal Tax Senior
5 days ago
Eastleigh
Personal Tax Senior Eastleigh, Hampshire Hybrid & Flexible Working Competitive, based on experience A well-established accountancy practice in Eastleigh is seeking a Personal Tax Senior to join its Private Client Tax team. This is an excellent opportunity for a CTA-qualified or part-qualified accountant with private client experience to manage a portfolio, develop advisory skills, and progress within a supportive, growing practice. The Role • Manage a portfolio of private client tax clients, ensuring compliance with HMRC and internal deadlines, • Prepare and process self-assessment tax returns for individuals, partnerships and trusts, • Calculate liabilities and advise clients on payment dates, • Assist with client queries and provide ad hoc tax advice with support from senior staff, • Handle billing of personal portfolio clients after work completion, • Deal with correspondence, telephone calls, and client meetings, • Support Partners and senior team members with technical queries and advisory projects, • Provide guidance and training to junior team members, • Deal with HMRC correspondence, telephone calls and enquiries, • Provide general support to the wider tax team as required