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:
* Preparing tax returns, business tax calculations, and capital gains tax computations.
* Responding to client queries and liaising with HMRC on their behalf.
* Supporting the delivery of ad hoc tax advisory projects.
* 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 specialises in private client services.
About You
To be successful in this role, you will be:
* Experienced - You have managed the day-to-day compliance affairs of a portfolio and have a good understanding of personal tax matters.
* Qualified - You are CTA qualified (or working towards it) and educated to at least A-level standard, ideally to degree level.
* Organised & Detail-Oriented - You can manage multiple clients effectively while delivering high-quality work.
* A Strong Communicator - You are confident liaising with clients, intermediaries, and internal teams to gather necessary information.
* 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?
* Hybrid working - up to three days from home per week
* 35-hour working week with flexible core hours (10 am - 4 pm)
* Competitive salary and profit-sharing plan
* 25 days holiday plus bank holidays
* Paid overtime or time off in lieu
* 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!
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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Placing individuals in tax jobs demands expertise. Whether you have tax vacancies that need filling or are looking to further your career with a new tax job, we can provide an informed and effective service, recruiting from tax juniors through to tax manager and tax director levels.
When it comes to successfully placing people into tax jobs, experience and expertise are paramount. We strive to put the right candidate with the right business for the benefit of both parties.
The Pro-Tax brand stands for professionalism, integrity and above all results. We pride ourselves on repeat business and this can only be achieved by doing a good job not only first time, but every time. If you’re looking for your next career move get in contact with one of our recruiters here.
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020 4549 9941