Personal Tax Associate

www.topfinancialjobs.co.uk - Jobboard; Bournemouth; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A well-established accountancy firm in Bournemouth seeks a motivated Tax Associate to manage a portfolio of high-net-worth clients. The role offers a dynamic environment with support towards CTA qualification, a flexible hybrid working schedule, and a focus on developing technical expertise.

Benefits

Full study support towards CTA qualification

35-hour flexible working week (3 days from home)

25 days holiday + bank holidays

Contributory pension scheme & life assurance

Profit-sharing plan (paid annually)

Paid overtime or time off in lieu

Family-friendly policies and supportive team culture

Qualifications

• ATT qualified or currently studying, with aspirations to complete CTA.
• Experience managing day-to-day compliance for a portfolio of clients.

Responsibilities

• Manage own portfolio of private clients, preparing tax returns and computations.
• Liaise with HMRC and support ad hoc advisory work.

Skills

Organisational skills

Communication skills

Problem-solving

Attention to detail

IT skills

Education

ATT qualified or studying

Aspiring to complete CTA

Job description

Description: Tax Associate - Bournemouth ATT/CTA Support Hybrid Working Private Client Focus

Are you a motivated tax professional looking to grow your career in a supportive, high-quality practice? This is a fantastic opportunity to join a well-established and reputable accountancy firm in Bournemouth, known for delivering exceptional compliance and advisory services to a prestigious client base.
You'll be part of a collaborative team that works with high-net-worth individuals, trusts, partnerships, and non-UK domiciliaries-offering you exposure to complex, interesting work and the chance to develop your technical expertise.
The RoleAs a Tax Associate, you'll manage your own portfolio of private clients, preparing tax returns, business tax and CGT computations, and responding to client queries. You'll also liaise with HMRC and support ad hoc advisory work, gaining valuable experience in a dynamic and client-focused environment.This role is ideal for someone with a background in tax compliance who's ready to broaden their experience and work towards becoming a Chartered Tax Adviser (CTA).
What You'll Bring

• ATT qualified or currently studying, with aspirations to complete CTA
• Experience managing day-to-day compliance for a portfolio of clients
• Strong organisational and communication skills
• A proactive, problem-solving mindset and attention to detail
• Confidence in liaising with clients, intermediaries, and internal teams
• Excellent IT skills and a commitment to continuous learning

What's on Offer

• Full study support towards CTA qualification
• 35-hour working week with flexible hybrid working (up to 3 days from home)
• 25 days holiday + bank holidays
• Contributory pension scheme & life assurance
• Profit-sharing plan (paid annually)
• Paid overtime or time off in lieu
• Family-friendly policies and a supportive team culture

This is a brilliant opportunity for someone looking to take the next step in their tax career within a firm that values development, quality, and long-term relationships.
What you need to do nowIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or feel free to call Lorna Pilling directly on .If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
Please note: All applicants must have Right to Work in the UK.
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