Personal Tax Senior

Accountancy Practice - Eastleigh

Ref: 254Tuesday 13 January 2026

Competitive, based on experience

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

Candidate Profile

  • CTA part-qualified or fully qualified (study support available if required)
  • Fully ATT qualified
  • 2–4 years’ UK practice experience in mid-size or mid-tier accountancy firms
  • Significant experience in a private client tax team
  • Highly organised, able to manage multiple clients and deadlines
  • Strong interpersonal and communication skills, both written and verbal
  • Resilient, proactive and detail-oriented
  • Confident using IT and quick to learn new software
  • Strong team player with the ability to work independently
  • Positive, commercial approach with tact and discretion

What’s on Offer

  • Hybrid working after probation (3 days office / 2 days home)
  • Flexible working hours, core hours 10am–4pm
  • Exposure to a wide range of private client and high-net-worth clients
  • Opportunities to expand technical knowledge and advisory experience
  • Part of a fast-growing accountancy practice with clear career progression

Location

  • Eastleigh, Hampshire
  • Easily commutable from Southampton, Winchester, Fareham, Basingstoke and surrounding areas

Next Steps

This role is ideal for a CTA-qualified (or part-qualified) accountant seeking to manage a private client tax portfolio, gain advisory experience, and progress within a growing accountancy practice.

For a confidential discussion or to apply, please get in touch Jack Wood on jack@oscar-wood.co.uk or 07817 796391    

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