Private Client Tax Senior Associate

Association of International Certified Professional Accountants; Bournemouth; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A respected professional services firm in Bournemouth is seeking a Private Client Tax Senior Associate to manage a portfolio of high-net-worth individuals and trusts. The ideal candidate will be CTA qualified or nearing qualification, with experience in tax compliance and excellent communication skills. This role offers flexible working, competitive salary, and a strong focus on career development.

Benefits

Hybrid working policy (up to three days from home)

35-hour working week with flexible hours

Competitive salary and benefits including pension and life assurance

Access to profit-sharing plan

Strong focus on career development

Qualifications

• Experience managing compliance affairs of a portfolio of private clients.
• Comfortable working to deadlines and managing multiple priorities.

Responsibilities

• Manage a portfolio of high-net-worth individuals including trusts and partnerships.
• Prepare personal tax returns and CGT computations.
• Handle business tax matters and respond to client queries.
• Liaise with HMRC regarding client affairs.
• Support delivery of ad hoc advisory work alongside compliance.

Skills

Strong technical knowledge

Problem-solving ability

Excellent communication skills

Organisational skills

Proactive team-oriented approach

Education

CTA qualified or nearing qualification

Job description

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 Role

You'll manage a portfolio of high-net-worth individuals, including trusts, partnerships, and non-UK domiciliaries. The role includes:

• Preparing personal tax returns and CGT computations
• Handling business tax matters and responding to client queries
• Liaising with HMRC regarding client affairs
• Supporting the delivery of ad hoc advisory work alongside compliance

This is a varied and rewarding role offering exposure to complex tax matters and the chance to work closely with experienced professionals in a dedicated private client environment.

What We\'re Looking For

• CTA qualified or nearing qualification
• Experience managing the compliance affairs of a portfolio of private clients
• Strong technical knowledge and problem-solving ability
• Excellent communication and organisational skills
• A proactive, team-oriented approach with a commitment to high standards
• Comfortable working to deadlines and managing multiple priorities

Why Join Our Client?

• Be part of a well-established and supportive team with over 50 tax professionals across four offices
• Work with a diverse client base including UK and offshore interests, property owners, business owners, partnerships and trusts
• Hybrid working policy - up to three days per week from home
• 35-hour working week with flexible core hours (10am-4pm)
• Competitive salary and benefits including pension, life assurance, paid overtime or TOIL, and access to a profit-sharing plan
• 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.

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