Personal Tax Senior

If you are looking for more than just processing returns and ticking compliance boxes, this Private Client Tax Senior role offers something genuinely different. You’ll step into a position where you are trusted to manage your own portfolio, build direct relationships with clients, and become a go-to advisor on personal tax matters. The environment is fast-moving and people-focused, with a clear emphasis on giving you the space to grow, take ownership, and progress at pace. With exposure to a wide range of clients and the opportunity to get involved in advisory work early, this is a role designed for someone who wants to move beyond routine compliance and build a long-term career with real variety and impact.

Job Title:          Personal Tax Senior

Job Type:         Permanent

Location:        Basingstoke

Salary:            £35,000 – 50,000

Reference no:  16041

Personal Tax Senior – Benefits

25 days holiday

Option to buy or sell additional holiday

Hybrid working model

Flexible working hours around core hours

Additional annual wellbeing day

Healthcare support including GP access

Health cash plan

Retail discounts platform

Electric vehicle scheme

Pension and life assurance

Enhanced family leave policies

Cycle to work scheme

Internal development programme

Regular social events and recognition awards

Personal Tax Senior – About The Role

You will take ownership of a portfolio of private clients, managing their tax affairs end to end while ensuring all compliance deadlines are met. Alongside this, you will support on more complex tax matters, working closely with senior members of the team to deliver practical advice. The role offers a mix of compliance and exposure to advisory work, with regular client interaction and the opportunity to build strong working relationships. You will also play a part in supporting junior team members and contributing to the wider team’s delivery. Key responsibilities:

Manage a portfolio of private clients and oversee all related deadlines

Prepare and review personal tax returns

Act as a main point of contact for client queries

Support on tax planning and advisory work

Liaise with HMRC and handle client correspondence

Attend client meetings and maintain relationships

Assist with billing for your portfolio

Support and guide junior team members

Contribute to the wider tax team where required

The successful Personal Tax Senior will have:

ATT qualified

CTA part qualified or working towards

Experience within a private client tax role in practice

Strong understanding of personal tax compliance

Ability to manage multiple deadlines and priorities

Confident communication skills

Good IT skills and ability to learn new systems

Ability to work independently and within a team

Proactive and commercially aware approach

Full right to work in the UK 

Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful.

Refer a friend

If this job is not of interest to you, but you know a friend or colleague who may be interested, recommend them to us and receive a minimum of £100 in vouchers if we assist them in securing a permanent role and a minimum of £25 in vouchers if we place them in a temporary assignment. (Terms & conditions apply)