Private Tax Senior (Financial Services)

• 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.