Tax Senior

Are you an experienced tax professional looking for a role that offers a varied client portfolio, career progression, and a supportive team environment?

A well-established accountancy firm in Ferndown is seeking a Tax Senior to manage a diverse range of clients, providing high-quality tax planning and compliance services.

This role is ideal for someone who enjoys working with business owners, high-net-worth individuals, property investors, trusts, and estates. You will play a key role in client service delivery, workflow coordination, and mentoring less experienced team members while contributing to the overall success of the firm.

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Apply for this Tax Senior job in Ferndown today!

• Acting as the main point of contact for a portfolio of clients, ensuring all tax requirements are met efficiently
• Managing a mixed portfolio, including business owners, property investors, HNW and UHNW families, trusts, and estates
• Conducting annual client reviews to assess ongoing tax planning needs and service offerings
• Ensuring the timely and efficient completion of all tax compliance and advisory work
• Overseeing workflow coordination and forecasting, supporting peers and mentoring junior staff
• Reviewing the work of apprentices and junior tax professionals, providing guidance and training
• Using tax software and delegation to improve efficiency and ensure best practices
• Upholding professional and ethical standards, acting in line with regulatory bodies and company policies
• Identifying opportunities for cross-department referrals, particularly with the financial services team
• Attending and hosting client meetings, using strong questioning techniques to gather key information
• Supporting business development, generating new client enquiries and identifying opportunities for growth
• Implementing firm-wide initiatives and projects as required

This independent firm is recognised for its commitment to client service, professional development, and a supportive team culture. They offer a flexible and dynamic work environment where employees are encouraged to grow, innovate, and contribute to the firm’s success.

With a strong emphasis on mentoring and career progression, this is an excellent opportunity for a tax professional looking to develop their leadership skills while working with a broad and interesting client base.

• Fully qualified ATT or CTA
• A client-centric approach with strong relationship-building skills
• Commercial awareness and the ability to identify opportunities for additional services
• Strong communication skills, both written and verbal
• Proficiency in Microsoft 365 and tax software
• Organised, self-motivated, and able to manage multiple deadlines
• A collaborative, team-oriented mindset
• High level of integrity and confidentiality

• £38,000 to £48,000 per annum
• Permanent role
• Hybrid working options
• 25 days annual leave (including two days for Christmas shutdown)
• Buy and sell holidays
• Birthday off
• Free onsite parking
• Regular company events
• Celebration gifts for significant life and work milestones
• Staff referral and client introduction bonuses
• MySmartSpending Rewards
• Reduced-cost financial services advice
• Support for charitable initiatives
• Plus more

Apply for this Tax Senior job in Ferndown now and join a dynamic firm where your expertise will be valued and rewarded.

Public Practice Recruitment Ltd recruits high-calibre accounting professionals at all levels for tax, accounts, and auditor jobs on both a permanent and temporary basis for accountancy firms.

Specialising solely in accountancy recruitment, Public Practice Recruitment Ltd regularly has new accountancy jobs in Ferndown and has a superb track record of meeting and exceeding expectations for accountants looking for their next accounting role.