Are you an experienced tax professional looking for a role that offers a varied client portfolio, career progression, and a supportive team environment?
A well-established accountancy firm in Ferndown is seeking a Tax Senior to manage a diverse range of clients, providing high-quality tax planning and compliance services.
This role is ideal for someone who enjoys working with business owners, high-net-worth individuals, property investors, trusts, and estates. You will play a key role in client service delivery, workflow coordination, and mentoring less experienced team members while contributing to the overall success of the firm.
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Apply for this Tax Senior job in Ferndown today!
Role Responsibilities
1. Acting as the main point of contact for a portfolio of clients, ensuring all tax requirements are met efficiently
2. Managing a mixed portfolio, including business owners, property investors, HNW and UHNW families, trusts, and estates
3. Conducting annual client reviews to assess ongoing tax planning needs and service offerings
4. Ensuring the timely and efficient completion of all tax compliance and advisory work
5. Overseeing workflow coordination and forecasting, supporting peers and mentoring junior staff
6. Reviewing the work of apprentices and junior tax professionals, providing guidance and training
7. Using tax software and delegation t...