At a Glance
- Tasks: Prepare personal tax returns and provide expert advice to clients.
- Company: Join The Affinity Group, a leading accountancy firm with a supportive culture.
- Benefits: Enjoy flexible working, career progression, and a comprehensive benefits package.
- Other info: Great work-life balance and opportunities for professional growth.
- Why this job: Make a real impact by helping clients navigate their personal taxes.
- Qualifications: Two years of experience in accountancy and knowledge of UK personal tax compliance.
The predicted salary is between 26000 - 30000 £ per year.
Salary £26,000 – £30,000 per annum, depending on experience
Hours Full-time, Permanent
About Us
The Affinity Group is a leading accountancy firm with a strong reputation for excellence, driven by our core values of putting clients first, working as a team, and acting with integrity. We’re a supportive, forward-thinking team committed to helping our staff and clients succeed, and we are looking for a key individual to join us.
The Opportunity
We are looking for a motivated and detail-oriented Accountant to join our busy Personal Tax team in Wimborne. This is a chance to become an integral part of a team where you’ll work across a large and varied client base, providing both tax compliance and advisory services. You’ll be at the heart of our client relationships, helping individuals navigate their personal taxes whilst providing a 5 star service.
Your Impact
- Own your client portfolio: Prepare a diverse range of personal tax returns for a varied client base, including individuals, HNWI, sole traders and landlords. You will work towards building and managing your own portfolio.
- Provide expert advice: Get hands-on by assisting clients with tailored advice across key areas like buy-to-let properties, foreign income, residency, and Capital Gains Tax.
- Be a trusted advisor: Serve as a key point of contact for clients and HMRC, leading tax enquiries and queries.
- Master compliance: The core focus of this role is the accurate preparation of Self Assessment Tax Returns.
Who We’re Looking For
Required
- You should have at least two years of experience in an accountancy practice with exposure to personal tax.
- Solid working knowledge of UK personal tax compliance – Self Assessment Tax Returns.
- Able to think commercially.
- Always looking to go above and beyond to Put Clients First.
- Proficiency with tax software (preferably IRIS) and Microsoft Office is essential.
- We are seeking someone with excellent attention to detail, strong organisational skills, and a proactive attitude who is eager to grow.
Preferred but not essential
We are deeply committed to your professional growth. Whether you are already part-qualified or just starting your journey, we offer a comprehensive study support package and ongoing Continuing Professional Development (CPD) to help you achieve your professional qualifications, including the ATT and CTA.
We believe in a great work-life balance and offer a comprehensive benefits package, including:
- Opportunities for career progression within a thriving firm.
- Flexible working options to suit your lifestyle.
- On-site parking and a cycle-to-work scheme.
- Company events and a referral programme.
- Employee discounts and financial planning services.
- Free and discounted food.
- Additional leave.
How to Apply
If you are ready to take the next step in your tax career, we would love to hear from you. Please submit your CV and a short cover letter via email to matthew.townsend@the-affinity-group.co.uk
Accountant (Personal Tax) employer: The Affinity Group
The Affinity Group is an exceptional employer, offering a supportive and forward-thinking work environment in Wimborne. With a strong commitment to employee growth, we provide comprehensive study support and career progression opportunities, alongside a flexible working culture that prioritises work-life balance. Our team-oriented approach ensures that you will thrive while delivering top-notch service to our diverse client base, making your role both meaningful and rewarding.
