Personal Tax Manager – Winchester

Overview

In this role you will handle complex compliance and advisory work for a portfolio of high-net-worth individuals, with the option to include trusts. The firm values professional growth and greater responsibility, and provides exposure to management and non-technical development. You will operate in a tax-focused, entrepreneurial environment that emphasizes private-client work and collaborative problem-solving. This is a growth-oriented opportunity at a smaller, highly capable practice with a Hampshire footprint.

Responsibilities

• Perform complex tax compliance and advisory work for a portfolio of HNWIs
• Include trusts in your portfolio where appropriate
• Develop management and non-technical skills through broader involvement in the firm
• Contribute to the firm’s growth and service quality in a tax-focused setting

Key requirements

• ambition
• entrepreneurial mindset
• leadership
• tax compliance
• tax advisory for private clients
• trusts experience

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