Talent Guardian is hiring on behalf of a leading accountancy firm seeking a Tax Senior to join their growing team in Ferndown. This role offers a fantastic opportunity to manage a diverse client portfolio, including business owners, property investors, high-net-worth individuals, ultra-high-net-worth families, trusts, and estates.
Key Responsibilities:
* Act as the primary client contact, delivering expert tax advice and ensuring seamless service.
* Manage a mixed portfolio, handling compliance, tax planning, and advisory services.
* Conduct annual client reviews, assessing fees, tax planning needs, and service requirements.
* Oversee and mentor junior team members, supporting their professional development.
* Identify cross-selling opportunities, working collaboratively across departments.
* Ensure compliance with tax regulations, internal policies, and industry standards.
* Support business development by promoting services to new and existing clients.
Key Skills & Experience:
* Fully qualified ATT or CTA with experience in private client tax.
* Strong client relationship management skills, with a commercial mindset.
* Excellent communication skills, both written and verbal.
* Proficiency in Microsoft 365 and tax software.
* Strong problem-solving abilities and a proactive approach to workload management.
Benefits:
* Hybrid working after probation.
* 25 days annual leave (including Christmas shutdown) + Birthday off.
* Profit share scheme & bonuses (staff referrals, client introductions).
* Flexible leave options, including buy/sell annual leave, wellbeing leave, and compassionate leave.
* Financial benefits, including salary sacrifice pension and financial services advice discounts.
* Career development with an individual training budget.
* Health & wellbeing perks, including Simply Health cashback, health check-ups, and pet leave.
This is a fantastic opportunity to join a firm that values career progression, work-life balance, and a supportive team environment.
Apply now or contact Talent Guardian for more information. #J-18808-Ljbffr