Private Client Tax Semi Senior

We are delighted to represent a leading firm of Chartered Accountants in Bournemouth in their search for a talented Private Client Tax Semi Senior. This firm offers an array of benefits, including flexible working, a competitive company pension, an employee wellbeing programme, and many more! They have a strong reputation for delivering high-quality client service and are committed to the development of their staff, offering continuous support and progression opportunities for ambitious professionals.

In this role, you will be working closely with a portfolio of private clients, providing tax compliance and advisory services. You’ll be part of a collaborative team where your contributions will be valued, and you’ll have the chance to build client relationships and develop your technical expertise. This is an excellent opportunity for someone looking to progress their career within private client tax and to work with a supportive and experienced team.

As a Private Client Tax Semi Senior, you will be responsible for preparing tax returns, managing client queries, and supporting the team with a range of tax advisory projects. This role will allow you to gain exposure to complex tax issues and will suit a motivated individual who enjoys problem-solving and is keen to develop within a respected accountancy practice. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.

Key Responsibilities

• Prepare and review self-assessment tax returns for a portfolio of private clients
• Liaise with clients and HMRC regarding tax queries and compliance issues
• Support senior team members with tax planning and advisory projects
• Assist with managing client relationships and providing high-quality service
• Work closely with other departments to ensure holistic client support

Requirements

• ATT qualified or studying towards ATT/CTA (or equivalent)
• Must have previous experience working within a UK Practice environment
• Strong communication and interpersonal skills
• Proactive and eager to learn with a keen interest in private client tax

Crowe Watson is acting as an Employment Agency; references to pay rates are indicative, and salary is dependent on experience.