Private Client Tax Senior/Manager, Eastleigh

Overview In this hands‑on private client role you will manage an excellent portfolio at a well‑established modern practice, working with Partners to deliver high‑quality personal tax advice. You will be part of a tight‑knit team of six and focus on personal tax, IHT, trusts and estates. Responsibilities Managea high‑quality private client portfolio covering personal tax, IHT, trusts and estates.Prepare and review self‑assessment returns, CGT calculations, P11Ds, trust&estate returns, and IHT forms. Support Partners with MTD implementation and modernise tax processes. Assist with advisory work including income extraction, IHT planning, trust structuring and broader wealth/succession matters. Act as liaison point between clients, HMRC, solicitors and internal teams.Spot planning opportunities and raise advisory points where appropriate. Supervise and mentor junior colleagues, contributing to workflow management. Qualifications Experience as a Personal Tax Senior, Assistant Manager or Manager in a practice environment. Qualifications: ATT, CTA, ACA, ACCA or strong QBE experience.Solid grounding in personal tax, IHT, trusts and estates. Confidence managing a portfolio and working directly with private clients and HNWIs. Proactive approach to digital change and MTD developments. Excellent communication, organisation and client‑care skills. Benefits A competitive salary based on experience.Modern offices with free on‑site parking. Flexitime, overtime options and a good pension scheme. Collaborative culture with accessible Partners. Exposure to high‑quality private client work. Ongoing professional development and clear career progression pathways. #J-18808-Ljbffr