At a Glance
- Tasks: Review and prepare tax accounts, compliance, and planning for individuals and trusts.
- Company: Join a well-established Family Office with a focus on growth and innovation.
- Benefits: Competitive salary, hybrid work, private healthcare, and generous holiday allowance.
- Other info: Opportunity for genuine progression and ownership of tax functions.
- Why this job: Make a real impact in tax while progressing your career in a supportive environment.
- Qualifications: Qualified Accountant (ACA/ACCA/CTA) with 3+ years of tax experience.
The predicted salary is between 45000 - 55000 £ per year.
Location: Sherborne
Sector: Tax
Contract Type: Permanent
Salary: £45,000 - £50,000 per annum
Contact: Jack Wyatt
Contact email: jwyatt@clark-wood.co.uk
Contact phone: +44 (0) 1173 291051
Published: 1 day ago
Expiry date: 2026-09-15
Start date: 2026-08-03
Consultant: Jack Wyatt
Tax Advisor / Tax Accountant required for a unique opportunity with a well-established Family Office based on the Somerset/Dorset border. Clark Wood is working exclusively with an entrepreneurial private Family Office looking to appoint an ambitious qualified Accountant or Chartered Tax Adviser (CTA, ACA or ACCA) to join its finance team. This is an excellent opportunity for someone with a passion for tax who is looking to work on high-quality, technically interesting matters with a clear route to Senior Manager.
Responsibilities:
- Tax-focused review of management accounts, statutory accounts and VAT returns
- Preparation and review of UK Trust accounts
- Personal tax, trust tax and inheritance tax compliance
- Tax planning, including EIS and SEIS reliefs
- UK tax compliance across individuals, trusts and companies
- Liaising with overseas tax advisers where required
- Supporting the implementation of Making Tax Digital (MTD) for Income Tax
- Mentoring a Tax Assistant and contributing to wider finance projects
The role offers genuine progression, with the opportunity to take ownership of the in-house tax function and Trust portfolio over time. The successful candidate will ideally be ACA / ACCA / CTA Qualified with a minimum of 3+ years experience in practice or tax.
Benefits:
- Competitive salary with annual review and bonus
- 10% employer pension contribution
- Hybrid working
- Private BUPA healthcare
- Professional subscriptions and CPD fully funded
- 25 days' holiday plus bank holidays
- No timesheets
This is a fantastic opportunity for the successful person to join a highly reputable and leading firm where there is genuine scope for an ambitious and driven individual to progress.
Tax Accountant / Tax Advisor in Sherborne employer: Clark Wood
Clark Wood is an excellent employer, offering a supportive work culture that prioritises employee growth and development. Located in Cannock, the firm provides a competitive salary and the chance to work with a diverse client base, ensuring that every day brings new challenges and opportunities for professional advancement.
