Bond Williams Professional Recruitment
Tax Accountant
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job title: Personal Tax Accountant
Work Type: FT or PT - Hybrid
A Personal Tax Accountant is being recruited by a professional services firm in Bournemouth. The company is a well-established firm with a good reputation in the area. They are offering full-time hours, but part-time can be accommodated along with complete flexibility and working from home.
Working as part of their Private Client team, you will have responsibility for:
- Liaising with clients, representatives, fee earners, and third parties to coordinate and obtain information regarding income tax and CGT compliance on an annual basis.
- Registering clients for self-assessment.
- Completing self-assessment returns for individuals, trusts, and estates.
- Liaising with HMRC to ensure correct charges.
- Ensuring tax liabilities are advised to clients in time for finance to be arranged.
- Providing basic in-house training on computations and tax software.
- Preparing trust accounts on a regular basis when requested by trustees.
- Preparing tax certificates for beneficiaries of estates and trusts.
- Preparing Capital Gains tax returns.
- Ensuring appropriate AEOI, CRBOT, and other online trust registrations and other tax compliances are dealt with.
- Liaising in-house and with trustees to compute IHT liabilities.
- Dealing with email and telephone enquiries.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Suitable Candidate:
- Qualified Accountant, Qualified Tax Accountant (ACA/ACCA/CTA) or Qualified by Experience.
- Knowledge of: Personal tax, Estate tax, Trust tax, Capital Gains tax, Inheritance Tax, Holdover Relief.
- IT literate.
- Excellent communication skills.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
This is an excellent opportunity for an experienced and organized Personal Tax Accountant to join a great team and company. An excellent working environment is offered along with some first-class benefits:
- 25 days holiday + birthday.
- Medicare cash plan.
- Cycle to Work.
- On-site parking.
- Hybrid working.
- Social events.
Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills