private tax opportunities

1 month ago


Bournemouth, United Kingdom Autograph Recruitment Ltd Full time

About the Role:

This is an exciting opportunity to join a growing private client tax team within an accountancy practice. You'll be working with a diverse range of interesting clients, including high-net-worth individuals, families, trusts, and partnerships. The specific role and responsibilities will depend on your experience level (entry-level, assistant manager, manager, etc.), but some general duties may include:

  • Tax Compliance: Preparing and filing tax returns (Self Assessment, Capital Gains Tax, etc.) for clients, ensuring they meet all filing deadlines and regulations.
  • Tax Advisory: Providing clients with advice on various tax matters like income tax, capital gains tax, inheritance tax, and tax planning strategies. 
  • Client Communication: Liaising with clients to understand their needs, answer their questions, and address any tax concerns they may have.
  • Research and Analysis: Staying up-to-date on the latest tax legislation and keeping abreast of relevant tax cases to provide the best possible advice to clients.
  • Collaboration: Working alongside colleagues in the tax team, potentially other departments (financial planning), and external parties (solicitors) on complex client matters.

Benefits of the Role:

  • Opportunity to work with a varied and interesting client base.
  • Chance to develop strong technical tax skills and knowledge.
  • Potential for career progression within the growing private client tax team. 
  • Supportive and collaborative work environment. 
  • Hybrid working offered

Possible Levels:

  • Entry-Level
  • Assistant Manager
  • Manager

To be a good fit, you'll likely need:

  • A relevant tax qualification (AAT, ACA, CTA, ATT etc.) depending on the experience level.
  • Strong understanding of tax principles and legislation.
  • Excellent analytical and problem-solving skills.
  • Effective communication and interpersonal skills to build strong client relationships.
  • Ability to work independently and manage multiple tasks effectively.

If you're looking for a challenging and rewarding career in private client tax, this could be a great opportunity to explore



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