Personal Tax Senior Associate

TN United Kingdom; Bournemouth; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A respected private client tax practice in Bournemouth is seeking a Personal Tax Senior Associate. This role involves managing high-net-worth clients, preparing tax returns, and delivering bespoke advisory work. The firm values expertise and offers a supportive environment with hybrid working options.

Benefits

Hybrid working – up to 3 days from home

35-hour work week

25 days annual leave plus bank holidays

Contributory pension scheme

Life assurance

Paid overtime or time off in lieu

Flexible benefits

Qualifications

• Experience managing compliance affairs for a client portfolio.
• Confident in client communications and independent problem-solving.

Responsibilities

• Manage a portfolio of high-net-worth private clients.
• Prepare personal tax returns and business tax computations.
• Liaise with HMRC and respond to client queries.

Skills

Self-motivated

Proactive

Team player

Attention to detail

Problem-solving

Education

A-level

CTA qualified

Job description

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Personal Tax Senior Associate, Bournemouth

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Client:

Location:

Bournemouth, United Kingdom

Job Category:

Other

EU work permit required:

Yes

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Job Reference:

8b9674249619

Job Views:

2

Posted:

17.05.2025

Expiry Date:

01.07.2025

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Job Description:

Are you a tax professional looking to take the next step in your career with a firm that truly values expertise, flexibility, and client service excellence?

We’re working with a highly respected private client tax practice in Bournemouth, seeking a Personal Tax Senior Associate to join their growing team. This is a fantastic opportunity for someone with a strong background in tax compliance who’s ready to broaden their experience and work with a diverse portfolio of high-net-worth individuals.

The Role

You’ll manage a portfolio of high-net-worth private clients, including trusts, partnerships, and non-UK domiciliaries. Your responsibilities will include:

• Preparing personal tax returns, business tax, and CGT computations
• Responding to client queries and liaising with HMRC
• Supporting the delivery of bespoke advisory work
• Collaborating with internal teams and intermediaries to ensure seamless service delivery

This role offers a rich variety of work and the chance to deepen your expertise in a dynamic, client-focused environment.

About You

We’re looking for someone who is:

• Self-motivated, proactive, and a strong team player
• Experienced in managing the day-to-day compliance affairs of a client portfolio
• Confident in handling client communications and problem-solving independently
• Highly organised with excellent attention to detail
• Ideally CTA qualified, with education to at least A-level (graduate level preferred)

The Team

You’ll be joining a collaborative and supportive Tax Services Group of over 60 professionals across four UK offices. The team is known for delivering exceptional service to a wide range of private clients, including those with UK and offshore interests, property portfolios, business ownerships, and trusts.

What’s in It for You?

• Hybrid working – up to 3 days from home per week
• 35-hour work week with core hours of 10am–4pm
• 25 days annual leave plus bank holidays
• Contributory pension scheme and life assurance
• Paid overtime or time off in lieu
• Access to a wide range of flexible benefits and family-friendly policies

If you’re ready to join a forward-thinking firm that values your expertise and supports your growth, we’d love to hear from you.