Personal Tax Associate - Grow Portfolio with Study Support

Bond Williams; Ferndown; On-site; GBP 32,000 - 52,000; Full time

Benefits offered by this job

25 days holiday

Study support

Company pension

Free financial advice

Duvet days

Dress down days

Regular social events

Staff incentives

Discounted gym membership

Cycle to work scheme

On site parking

Free monthly Friday lunch

Weekly breakfast

Job summary

Bond Williams is seeking a Personal Tax Associate to join an established, growing team. You will deliver high-quality compliance work for a broad client base and develop advisory skills while maintaining strong client relationships and timely tax reporting.

You will prepare Self-Assessment returns, manage client portfolios, and provide advisory support on buy-to-let, foreign income, residency and Capital Gains Tax. Office-based role with study support available.

Qualifications

• 2+ years’ practice experience with exposure to personal tax
• Strong understanding of UK personal tax and Self-Assessment
• Commercially aware, proactive, and committed to putting clients first
• Excellent attention to detail and organisational skills
• Confident using tax software and Microsoft Office
• Full study support for ATT and CTA
• Ongoing CPD and structured development pathways

Responsibilities

• Personal Tax Compliance – Prepare Self-Assessment Tax Returns for individuals, HNWIs, sole traders and landlords
• Client Portfolio Management – Work toward managing your own portfolio with autonomy and accountability
• Advisory Support – Assist with tax advice on buy to let, foreign income, residency, and Capital Gains Tax
• Client & HMRC Liaison – Act as a key point of contact, handling queries and supporting tax enquiries
• Software & Systems – Use IRIS (preferred) and Microsoft Office to deliver accurate, efficient work

Skills

Personal tax knowledge

Attention to detail

Client relationship management

Education

ATT part qualified or qualified

Tools

IRIS

Microsoft Office

Job description

Bond Williams is seeking a Personal Tax Associate to join an established, growing team. You will deliver high-quality compliance work for a broad client base and develop advisory skills while maintaining strong client relationships and timely tax reporting.

You will prepare Self-Assessment returns, manage client portfolios, and provide advisory support on buy-to-let, foreign income, residency and Capital Gains Tax. Office-based role with study support available.