Full job descriptionAn outstanding opportunity has emerged for an experienced private client tax professional to join a well-established and highly regarded independent firm of Chartered Accountants in Bournemouth, and we are proud to be partnering with them in their search for a talented Private Client Tax Senior. This is a role that offers genuine variety and real career development within a firm that takes the wellbeing and progression of its people seriously, offering flexible working, a company pension, and much more!
Crowe Watson Recruitment is one of the UK’s most respected specialist recruiters within the accountancy profession, with a proven track record of placing talented tax professionals into leading independent and regional firms across the country. With consultants who bring genuine insight, warmth, and expertise to every search, Crowe Watson delivers a recruitment experience that candidates can rely upon at every stage of the process. If you are ready to explore what your next career move might look like, Crowe Watson is the team to make it happen.
Bournemouth is a wonderfully vibrant and growing professional services destination on the South Coast, offering an exceptional quality of life alongside a thriving and diverse business community. As Private Client Tax Senior, you will manage a varied and rewarding portfolio of private clients, including high-net-worth individuals, trusts, and estates, delivering high-quality compliance and advisory services across a broad range of personal tax matters. This independent firm has a strong local reputation, a loyal and interesting client base, and a genuine commitment to supporting its people to reach their full potential in a friendly and collaborative environment. 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.
Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience.
Please note that Crowe Watson Recruitment is unable to assist with sponsorship applications; all candidates must have the right to work in the UK without restriction.
Key Responsibilities*Managing a portfolio of private clients
*Preparing and reviewing self-assessment tax returns and associated compliance work
*Providing tailored advice across income tax, capital gains tax, and inheritance tax matters
*Building and maintaining strong, trusted client relationships as a reliable point of contact
*Supporting and mentoring junior members of the private client tax team
*Liaising with HMRC on client matters including correspondence and enquiries
Requirements*ATT and/or CTA qualified, or ACA/ACCA qualified with a strong private client tax background
*At least three years’ previous experience working within a UK Practice environment
*Proven experience managing a portfolio of private clients with technical accuracy and confidence
*Solid knowledge of UK personal tax, capital gains tax, inheritance tax, and trusts
*Excellent communication and interpersonal skills with a professional client-facing manner
*Well organised with the ability to prioritise effectively and meet competing deadlines