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Permanent

Personal Tax Associate - Ferndown - and;30,000

Bond Williams
Ferndown
money-bag £10000 - £500000 Annual
Posted: 01 October 2026 (Yesterday)
Closing date: 31 October 2026
Ref: 3184689382

Personal Tax Associate required to join an established and growing team. This is an excellent opportunity to build your expertise within a respected firm known for its client first approach, collaborative culture, and commitment to integrity. As part of the Personal Tax team, you will support a broad and varied client base, delivering high quality compliance work while developing your advisory skills. You will play a key role in maintaining strong client relationships and ensuring accurate, timely tax reporting. Key Responsibilities Personal Tax Compliance - Prepare Self-Assessment Tax Returns for individuals, HNWIs, sole traders and landlords Client Portfolio Management - Work toward managing your own portfolio with autonomy and accountability Advisory Support - Assist with tax advice on buy to let, foreign income, residency, and Capital Gains Tax Client and HMRC Liaison - Act as a key point of contact, handling queries and supporting tax enquiries Software and Systems - Use IRIS (preferred) and Microsoft Office to deliver accurate, efficient work About You 2+ years'' practice experience with exposure to personal tax Strong understanding of UK personal tax and Self-Assessment Commercially aware, proactive, and committed to putting clients first Excellent attention to detail and organisational skills Confident using tax software and Microsoft Office Preferred: ATT part qualified or qualified Full study support for ATT and CTA Ongoing CPD and structured development ..... full job details .....

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