Personal Tax Senior Associate

www.topfinancialjobs.co.uk - Jobboard; Bournemouth; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading private client tax practice in Bournemouth seeks a Personal Tax Senior Associate. This role offers the opportunity to manage a diverse portfolio of high-net-worth clients, providing tax compliance and advisory services in a supportive hybrid work environment.

Benefits

Hybrid working

25 days annual leave plus bank holidays

Contributory pension scheme

Life assurance

Access to flexible benefits

Qualifications

• Experienced in managing client portfolios and compliance.
• Confident in client communications and problem-solving.
• Organised with excellent attention to detail.

Responsibilities

• Preparing personal tax returns and business tax computations.
• Responding to client queries and liaising with HMRC.
• Supporting delivery of bespoke advisory work.

Skills

Self-motivated

Strong team player

Problem-solving

Attention to detail

Education

CTA qualified

A-level education

Job description

Salary: Competitive Competitive Salary Plus Benefits

Location: Bournemouth, Dorset

Description: Personal Tax Senior Associate - Bournemouth Full-Time, Permanent Hybrid Working

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 RoleYou'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 YouWe'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
• Comfortable working to deadlines and delivering high-quality work under pressure
• Ideally CTA qualified, with education to at least A-level (graduate level preferred)

The TeamYou'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.
What you need to do now
If 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 the Right to Work in the UK as sponsorship for overseas employees cannot be provided for this role.
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