- Manage a specialist portfolio of Financial Services Private Tax Clients
- Join a modern, innovative and employee-focused Accountancy Practice
About Our Client
Our client is a reputable accountancy firm with 3 offices across the South West. Their focus is on providing high-quality tax, audit, and advisory services to a diverse range of clients, whilst prioritising their employees work-life balance & career development with generous benefits & professional development packages.
Our client works closely with a number of local & national legal practices and financial planners, which has resulted in them having a specialised Financial Services Tax provision.
Job Description
- Manage and deliver tax services to a range of Financial Services clients.
- Provide tax planning and advisory services to clients.
- Prepare and review tax returns and ensure compliance with tax regulations.
- Collaborate with other team members to provide comprehensive service to clients.
- Develop strong client relationships through regular communication and excellent service.
- Identify potential tax planning opportunities for clients.
- Stay up-to-date with current tax laws and regulations in the professional services industry.
- Assist in the training and development of junior team members.
The Successful Applicant
A successful Private Tax Senior should have:
- Professional qualification in tax or accounting - ATT, ACA, ACCA, CTA.
- 3+ Year's experience in providing personal tax services in a UK-based Accountancy Practice.
- Strong knowledge of tax laws and regulations.
- Excellent interpersonal and communication skills.
- Strong organisational skills and the ability to manage multiple tasks and deadlines.
What's on Offer
- A competitive salary ranging from £28,000 to £38,000 per year.
- Comprehensive benefits package.
- Opportunity to work in a strong, independent & versatile Accountancy firm in Wimborne or Shaftsbury.
- Opportunities for career development and advancement within the firm.
- A supportive and collaborative working environment.
We encourage all qualified candidates who are passionate about tax services in the professional services industry to apply for this exciting opportunity in Wimborne.