At a Glance
- Tasks: Prepare Self-Assessment Tax Returns and manage client portfolios with autonomy.
- Company: Join a respected firm known for its client-first approach and collaborative culture.
- Benefits: Enjoy 25 days' holiday, study support, and regular social events.
- Other info: Full study support for ATT and CTA with excellent career development opportunities.
- Why this job: Build your expertise in personal tax while making a real impact on clients' financial success.
- Qualifications: 2+ years' experience in personal tax and strong attention to detail.
The predicted salary is between 30000 - 30000 £ per year.
Accountant (Personal Tax) 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 & HMRC Liaison - Act as a key point of contact, handling queries and supporting tax enquiries
- Software & 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 pathways
Benefits
- 25 days' holiday + bank holidays (with buy/sell options)
- Study support
- Company pension
- Free financial advice
- Duvet days, dress down days and regular social events
- Staff incentives
- Discounted gym membership
- Cycle to work scheme
- On site parking
- Free monthly Friday lunch and weekly breakfast
Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency.
Accountant (Personal Tax) - Ferndown - £30,000 employer: Bond Williams Limited
Join a respected firm in Ferndown that prioritises a client-first approach and fosters a collaborative culture. With a commitment to integrity, we offer extensive employee growth opportunities, including full study support for ATT and CTA, alongside a range of benefits such as 25 days' holiday, duvet days, and regular social events. Experience a rewarding work environment where your contributions are valued and you can develop your expertise in personal tax compliance and advisory.
StudySmarter Expert Advice🤫
We think this is how you could land Accountant (Personal Tax) - Ferndown - £30,000
✨Tip Number 1
Network like a pro! Reach out to your connections in the accounting world, especially those who work in personal tax. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on common personal tax scenarios. We recommend practising your responses to questions about Self-Assessment and Capital Gains Tax. The more confident you are, the better you'll shine during the interview!
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work or case studies that highlight your experience with client portfolios and tax compliance. This will help you stand out as a candidate who knows their stuff.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Accountant (Personal Tax) - Ferndown - £30,000
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your personal tax experience and any relevant qualifications, like ATT, to show us you're the right fit for our team.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about personal tax and how you can contribute to our client-first approach. Share specific examples of your past work that demonstrate your attention to detail and client management skills.
Showcase Your Software Skills:Since we use IRIS and Microsoft Office, mention your proficiency with these tools in your application. If you have experience with similar software, let us know how you’ve used it to deliver accurate and efficient work.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Bond Williams Limited
✨Know Your Tax Stuff
Brush up on your knowledge of UK personal tax and Self-Assessment. Be ready to discuss specific scenarios, like handling tax returns for HNWIs or sole traders. This shows you’re not just familiar with the basics but can also apply your knowledge practically.
✨Showcase Your Client Management Skills
Prepare examples of how you've managed client relationships in the past. Talk about how you’ve handled queries or supported tax enquiries. This will demonstrate your ability to maintain strong client connections, which is crucial for the role.
✨Familiarise Yourself with IRIS and Microsoft Office
Since the job involves using IRIS and Microsoft Office, make sure you’re comfortable with these tools. If you have any experience with them, be ready to share how you’ve used them effectively in your previous roles.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to personal tax compliance and advisory support. This not only shows your interest in the role but also helps you gauge if the company culture aligns with your values, especially their commitment to putting clients first.
