Personal Tax Associate
JOB_53005194665034Job type
PermanentLocation
BournemouthWorking Pattern
Flexible Working,Full-timeSpecialism
Tax And TreasuryIndustry
Accountancy FirmsPay
Competitive + Benefits
Tax Associate - Bournemouth
A well-established reputable accountancy practice firm in Bournemouth is looking for a motivated and confident tax associate. The firm delivers exceptional quality compliance and advisory services to a wide range of high-net-worth private clients. These include those with UK and offshore interests, property owners, business owners, partnerships and trusts.
A successful candidate will be responsible for a portfolio of high-net-worth private clients, including trusts, partnerships and non-UK domiciliaries. The role will include the preparation of tax returns for those clients, preparation of business tax and CGT computations, preparing responses to client queries and dealing with HM Revenue & Customs in connection with the clients’ affairs.
The role provides an excellent range of work for someone with a background in tax compliance wishing to broaden their experience with a dedicated “private client” firm with a diverse client base. We are offering the successful candidate the opportunity to commence or complete their study towards becoming a Chartered Tax Adviser.
The role provides an excellent range of work for someone with a background in tax compliance wishing to broaden their experience with a dedicated “private client” firm with a diverse client base. We are offering the successful candidate the opportunity to commence or complete their study towards becoming a Chartered Tax Adviser.
Key characteristics and skills required:
- Self-motivated, committed, and flexible team player, with a positive and enthusiastic attitude and the ability to work with stretching targets and deadlines.
- Experience in running the day-to-day compliance affairs of a portfolio of clients reporting to a portfolio manager
- Experience of supporting the delivery of ad hoc advisory work connected to the client
- The ability to use their own initiative and to problem solve
- Excellent organisational and interpersonal skills and provide accurate work in a timely and cost-effective manner.
- Confident communicator to liaise with the client, intermediaries and other internal departments to gather the clients tax return information to complete their annual return
- Excellent IT skills
- Candidates must be educated to at least ‘A’ level standard and ideally graduate level. Ideally, you should have obtained ATT and be studying for (or have recently obtained) the CTA qualification.
- A 35-hour working week with a hybrid working policy with the flexibility to work from home for up to three days per week (our core hours are 10-4)
- Excellent benefits including contributory pension scheme, 25 days annual leave, Life Assurance cover and great flexible benefits and family friendly policies,
- Eligibility for the firm’s Profit-Sharing Plan. Paid in December.
- Paid overtime or time off in lieu.
Please note: All applicants must have the Right to Work in the UK as sponsorship for overseas employees cannot be provided for this role.
Personal Tax AssociateJOB_530051946650342025-03-042025-06-03
Talk to Lorna Pilling, the specialist consultant managing this position
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JOB_53005194665034