Private Client Tax Senior

An outstanding opportunity has emerged for an experienced private client tax professional to join a well-established and highly regarded independent firm of Chartered Accountants in Bournemouth, and we are proud to be partnering with them in their search for a talented Private Client Tax Senior. This is a role that offers genuine variety and real career development within a firm that takes the wellbeing and progression of its people seriously, offering flexible working, a company pension, and much more!

Bournemouth is a wonderfully vibrant and growing professional services destination on the South Coast, offering an exceptional quality of life alongside a thriving and diverse business community. As Private Client Tax Senior, you will manage a varied and rewarding portfolio of private clients, including high‑net‑worth individuals, trusts, and estates, delivering high‑quality compliance and advisory services across a broad range of personal tax matters.

This independent firm has a strong local reputation, a loyal and interesting client base, and a genuine commitment to supporting its people to reach their full potential in a friendly and collaborative environment. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we'd love to hear from you.

• Managing a portfolio of private clients
• Preparing and reviewing self‑assessment tax returns and associated compliance work
• Providing tailored advice across income tax, capital gains tax, and inheritance tax matters
• Building and maintaining strong, trusted client relationships as a reliable point of contact
• Supporting and mentoring junior members of the private client tax team
• Liaising with HMRC on client matters including correspondence and enquiries

• ATT and/or CTA qualified, or ACA/ACCA qualified with a strong private client tax background
• At least three years' previous experience working within a UK Practice environment
• Proven experience managing a portfolio of private clients with technical accuracy and confidence
• Solid knowledge of UK personal tax, capital gains tax, inheritance tax, and trusts
• Excellent communication and interpersonal skills with a professional client‑facing manner
• Well organised with the ability to prioritise effectively and meet competing deadlines