Location

Dorset
South West England
United Kingdom

Date Published:

2025-03-28

Online to:

2025-05-27
Pound 15.00 HOUR

Tax Senior

Talent Guardian is hiring on behalf of a leading accountancy firm seeking a Tax Senior to join their growing team in Ferndown. This role offers a fantastic opportunity to manage a diverse client portfolio, including business owners, property investors, high-net-worth individuals, ultra-high-net-worth families, trusts, and estates.

Key Responsibilities:

Act as the primary client contact, delivering expert tax advice and ensuring seamless service.
Manage a mixed portfolio , handling compliance, tax planning, and advisory services.
Conduct annual client reviews , assessing fees, tax planning needs, and service requirements.
Oversee and mentor junior team members, supporting their professional development.
Identify cross-selling opportunities , working collaboratively across departments.
Ensure compliance with tax regulations, internal policies, and industry standards.
Support business development by promoting services to new and existing clients.

Key Skills & Experience:

Fully qualified ATT or CTA with experience in private client tax.
Strong client relationship management skills, with a commercial mindset.
Excellent communication skills, both written and verbal.
Proficiency in Microsoft 365 and tax software .
Strong problem-solving abilities and a proactive approach to workload management.

Benefits:

Hybrid working after probation.
25 days annual leave (including Christmas shutdown) + Birthday off.
Profit share scheme & bonuses (staff referrals, client introductions).
Flexible leave options , including buy/sell annual leave, wellbeing leave, and compassionate leave .
Financial benefits , including salary sacrifice pension and financial services advice discounts.
Career development with an individual training budget.
Health & wellbeing perks , including Simply Health cashback, health check-ups, and pet leave.

This is a fantastic opportunity to join a firm that values career progression, work-life balance, and a supportive team environment .

Apply now or contact Talent Guardian for more information.

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