Tax Consultant

Position: Tax Consultant (Permanent)
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.

Benefits Include

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

Key Responsibilities

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.
Required

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
Preferred (Not Essential)

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)

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