Personal Tax Accountant
Location: Wimborne, Dorset
Salary: £26,000 – £30,000 DOE
Job Type: Full-time, Permanent
The Opportunity
We are recruiting for an established and growing accountancy practice in Wimborne that is looking to add an experienced Personal Tax Accountant to its team.
This is a fantastic opportunity for someone with previous accountancy practice experience who enjoys working directly with clients and wants to develop their career within personal tax.
You’ll work with a large and varied portfolio, including individuals, high-net-worth clients, sole traders and landlords, preparing Self Assessment Tax Returns while also gaining exposure to more complex tax matters and advisory work.
Key Responsibilities
- Prepare and submit Self Assessment Tax Returns for a varied portfolio of clients.
- Work with individuals, HNWIs, sole traders and landlords.
- Assist clients with personal tax queries and provide practical, commercially focused advice.
- Gain exposure to areas including buy-to-let property, foreign income, residency and Capital Gains Tax.
- Liaise directly with clients and HMRC regarding tax queries and enquiries.
- Maintain accurate client records and ensure compliance deadlines are met.
- Build strong, long-term relationships with clients.
- Develop towards managing your own portfolio of clients.
About You
To be considered, you will ideally have:
- At least 2 years' experience within an accountancy practice.
- Previous hands-on experience preparing Self Assessment Tax Returns.
- A good working knowledge of UK personal tax compliance.
- Strong attention to detail and excellent organisational skills.
- Confidence communicating directly with clients and HMRC.
- A proactive and commercially minded approach.
- Experience using tax/accountancy software; IRIS experience would be advantageous.
- Good Microsoft Office skills.
An ATT qualification or progress towards ATT would be beneficial but is not essential.
What's on Offer?
- Salary of £26,000 – £30,000, depending on experience.
- Full study support towards ATT and CTA qualifications.
- Generous study budget and ongoing CPD.
- Genuine opportunities for career progression.
- Flexible working options.
- Additional leave.
- On-site parking.
- Cycle-to-work scheme.
- Company events and referral incentives.
- Employee discounts and additional benefits.
This would particularly suit an Accounts Assistant, Tax Assistant, Personal Tax Assistant or Accountant currently working within practice who wants to specialise further in personal tax and develop towards managing their own client portfolio.
Interested? Contact gemma.solez@irweb.co.uk
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