Personal Tax Accountant - Bournemouth - c£55K Neg + good bens

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 co-ordinate 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.

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.

This is an excellent opportunity for an experienced and organised 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.