Personal Tax Senior - Bournemouth

Personal Tax Senior - Bournemouth

Are you an experienced Personal Tax professional looking to take the next step in your career? A well-established and respected firm is seeking a Personal Tax Senior to join their growing team. This is a fantastic opportunity to work with a diverse portfolio of high-net-worth individuals, trusts, partnerships, and non-UK domiciliaries.

The Role

As a Personal Tax Senior, you will be responsible for managing a portfolio of private clients, ensuring high-quality compliance services while also gaining exposure to advisory work. Your responsibilities will include:

1. Preparing tax returns, business tax calculations, and capital gains tax computations.
2. Responding to client queries and liaising with HMRC on their behalf.
3. Supporting the delivery of ad hoc tax advisory projects.
4. Collaborating with colleagues across departments to provide a seamless client experience.

This role is ideal for someone with a strong background in tax compliance who is eager to broaden their expertise within a firm that specializes in private client services.

About You

To be successful in this role, you will be:

1. Experienced - You have managed the day-to-day compliance affairs of a portfolio and have a good understanding of personal tax matters.
2. Qualified - You are CTA qualified (or working towards it) and educated to at least A-level standard, ideally to degree level.
3. Organised & Detail-Oriented - You can manage multiple clients effectively while delivering high-quality work.
4. A Strong Communicator - You are confident liaising with clients, intermediaries, and internal teams to gather necessary information.
5. Tech-Savvy - You have strong IT skills and are comfortable using tax software.

The Team & Benefits

You'll be joining a collaborative tax team that provides high-quality services to a wide range of private clients, including those with UK and offshore interests, property portfolios, business ventures, partnerships, and trusts.

What's on offer?

1. Hybrid working - up to three days from home per week
2. 35-hour working week with flexible core hours (10 am - 4 pm)
3. Competitive salary and profit-sharing plan
4. 25 days holiday plus bank holidays
5. Paid overtime or time off in lieu
6. Life assurance, pension scheme, and family-friendly policies

This is a fantastic opportunity to grow your career in a supportive and forward-thinking environment.

Apply today to find out more!