Private Client Assistant | Tax Manager | Supervisor

Are you an experienced tax professional looking to take the next step in your career? Join a leading independent accountancy practice in Southampton, as a Private Client Assistant Tax Manager / Supervisor and work with a firm that truly values its people and clients.

This firm’s culture is built on collaboration, support, and professional growth. They work closely with business owners and individuals to provide efficient and effective tax and financial planning advice. As part of the private client tax team, you will manage a varied portfolio of clients, review work, and play an active role in mentoring junior colleagues while delivering outstanding service.

What will the Private Client Assistant Tax Manager / Supervisor role involve?

• Managing the tax compliance process for a portfolio of clients including individuals, trusts, and partnerships
• Reviewing tax returns prepared by junior team members to ensure quality and accuracy
• Preparing tax returns for more complex clients
• Liaising directly with clients and HMRC to resolve tax issues and queries
• Advising clients on tax matters and identifying planning opportunities
• Assisting with the development and mentoring of trainees within the tax team
• Working closely with directors, managers, and other client-facing teams to deliver exceptional service

Suitable Candidate for the Private Client Assistant Tax Manager / Supervisor vacancy:

• Previous experience in a role within personal tax is essential
• ATT / CTA qualified (or equivalent) desirable but not essential
• Collaborative team player with a proactive and supportive approach
• Enthusiastic and committed to continuous professional development
• Part-time applicants will be considered

Additional benefits and information:

• Flexible working options including part-time consideration
• Supportive, collaborative, and people-focused culture
• Ongoing professional development opportunities
• Exposure to a broad and interesting portfolio of clients

CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and doesn’t discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications. Whilst we ensure all applications are considered, regrettably, it may not be possible to respond individually to all applications received.