Accountant; Personal Tax

Salary

£26,000 – £30,000 per annum, depending on experience

Full-time, Permanent

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.

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.

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.

• 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.

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.

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.to