Private Client Tax Specialist – High Net Worth (Hybrid)

Taxation; Bournemouth; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A private client firm in Bournemouth seeks a tax compliance professional for managing a portfolio of high-net-worth private clients. Responsibilities include preparing tax returns and computations, liaising with HM Revenue & Customs, and providing exceptional service. Ideal candidates will have a CTA qualification and experience in tax compliance. Benefits include a hybrid working policy, 25 days annual leave, and a contributory pension. This role offers a great opportunity to grow within a dedicated team.

Benefits

Contributory pension scheme

25 days annual leave

Life Assurance cover

Paid overtime or time off in lieu

Profit-Sharing Plan eligibility

Qualifications

• Experience managing tax compliance for a portfolio of clients.
• Ability to work under deadlines and deliver accurate work.
• Support in advisory work related to client portfolios.

Responsibilities

• Prepare tax returns and business tax computations for clients.
• Respond to queries and deal with HM Revenue & Customs.
• Manage client relationships and provide exceptional service.

Skills

Self-motivated

Excellent organisational skills

Excellent interpersonal skills

Confident communicator

Excellent IT skills

Problem-solving ability

Education

A level standard

CTA qualification

Job description

A private client firm in Bournemouth seeks a tax compliance professional for managing a portfolio of high-net-worth private clients. Responsibilities include preparing tax returns and computations, liaising with HM Revenue & Customs, and providing exceptional service. Ideal candidates will have a CTA qualification and experience in tax compliance. Benefits include a hybrid working policy, 25 days annual leave, and a contributory pension. This role offers a great opportunity to grow within a dedicated team.