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Private Client Tax Senior - Poole,Dorset - IN131

07 Nov 2022
Crowe Watson Recruitment
Poole,Dorset,United Kingdom
Job type
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Are you an ATT Qualified Private Client Tax Senior? Would you like to work for a leading firm that offers genuine opportunities for a fantastic work/life balance?

Public Practice recruitment specialists, Crowe Watson, have been instructed on an excellent opportunity with a well known firm of chartered accountants in Poole who are seeking a Private Client Tax Senior to join their team.

The ideal candidate will be ATT Qualified, looking to progress (already started) on to CTA with strong technical/compliance skills and ideally experience of managing their own portfolio of clients.

The role will involve working with a diverse client base including Trusts, Non-Domiciled Individuals, Company Directors and Sole Traders.

This is an exciting opportunity to work within a forward-thinking firm where you will be rewarded with an excellent remuneration/benefits package and career progression for the right individual.

The role can be seen in more detail below.

Managing a diverse portfolio of clients

Preparation and review of Personal Tax returns

Identifying tax planning opportunities

Assisting the Partners & Management with consulting and advisory work

Advisory work with some compliance

Dealing with client queries

Liaising with HMRC


ATT Qualified / CTA Part Qualified/Qualified / QBE

Strong Personal/Private client tax experience within a practice environment

Experience of managing a client portfolio (ideally)

Strong communication skills

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