Tax Consultant

Personal Tax Consultant

Location:

Wimborne, Dorset
Salary: £27,000 – £34,000 (DOE)

Contract:

Full-time, Permanent

I’m recruiting on behalf of a well‑established and forward‑thinking accountancy practice that prides itself on delivering exceptional client service. Known for its supportive culture and strong commitment to professional development, the firm is expanding and now seeking a talented Personal Tax Consultant to join its busy Personal Tax team.

This is an exciting opportunity to join a thriving practice where you’ll work with a diverse client base, gain exposure to both compliance and advisory work, and take real ownership of your portfolio. The firm offers a modern, people‑focused environment with excellent progression pathways and a comprehensive benefits package.

• Additional annual leave
• Casual dress
• Company events
• Cycle‑to‑work scheme
• Discounted or free food
• Employee discounts
• Health & wellbeing programme
• Life insurance
• Private medical insurance
• Referral programme

• Manage your own client portfolio:
  Prepare personal tax returns for individuals, HNWIs, sole traders, landlords, and other clients.
• Deliver expert tax advice:
  Support clients with matters such as buy‑to‑let properties, foreign income, residency, and Capital Gains Tax.
• Act as a trusted advisor:
  Liaise with clients and HMRC, handling tax enquiries and resolving queries.
• Ensure compliance excellence:
  Produce accurate and timely Self Assessment Tax Returns.

• Minimum two years’ experience in a personal tax role within practice
• Strong understanding of UK personal tax compliance
• Exposure to advisory areas such as CGT, BTL, EMI shares, and sole traders
• Commercial awareness and a client‑first mindset
• Excellent attention to detail and strong organisational skills
• Proficiency with tax software (ideally IRIS) and Microsoft Office

• ATT qualified or part‑qualified (CTA also welcomed)
• Experience working with Trusts
• Experience mentoring junior team members

If you are an experienced Personal Tax Consultant looking for the next step in your career, we would love to hear from you.

Please call Gemma for more detail (phone number removed) or email (url removed)