Are you CTA qualified or close to qualifying, with a few years’ experience in accountancy practice and looking for a fresh challenge in a firm that values personal development and technical excellence?
Our client, a respected and growing professional services firm, is seeking a Private Client Tax Senior Associate to join their Personal Tax team in Bournemouth. This is a fantastic opportunity for someone looking to deepen their expertise in private client tax, work with a high-quality client base, and be part of a collaborative and forward- thinking team.
The RoleYou’ll manage a portfolio of high-net-worth individuals, including trusts, partnerships, and non-UK domiciliaries.
The role includes:
1. Preparing personal tax returns and CGTputations
2. Handling business tax matters and responding to client queries
3. Liaising with HMRC regarding client affairs
4. Supporting the delivery of ad hoc advisory work alongsidepliance
This is a varied and rewarding role offering exposure toplex tax matters and the chance to work closely with experienced professionals in a dedicated private client environment.
What We’re Looking For
5. CTA qualified or nearing qualification
6. Experience managing thepliance affairs of a portfolio of private clients
7. Strong technical knowledge and problem-solving ability
8. Excellentmunication and organisational skills
9. A proactive, team-oriented approach with amitment to high standards
Why Join Our Client?
10. Be part of a well-established and supportive team with over 50 tax professionals across four offices
11. Work with a diverse client base including UK and offshore interests, property owners, business owners, partnerships and trusts
12. Hybrid working policy – up to three days per week from home
13. 35-hour working week with flexible core hours (10am–4pm)
14. Strong focus on career development and internal progression
If you're open to exploring a new opportunity and this sounds like the right fit, we’d love to hear from you.
For a confidential conversation, please contact Lorna Pilling on 07900 224915 or email .
Please note: Candidates must have the right to work in the UK. Sponsorship is not currently offered for this role. #4727139 - Lorna Pilling