Personal Tax Associate - Ferndown - &;30,000

Personal Tax Associate required to join an established and growing team. This is an excellent opportunity to build your expertise within a respected firm known for its client first approach, collaborative culture, and commitment to integrity. As part of the Personal Tax team, you will support a broad and varied client base, delivering high quality compliance work while developing your advisory skills. You will play a key role in maintaining strong client relationships and ensuring accurate, timely tax reporting.

Key Responsibilities

• Personal Tax Compliance - Prepare Self-Assessment Tax Returns for individuals, HNWIs, sole traders and landlords

• Client Portfolio Management - Work toward managing your own portfolio with autonomy and accountability

• Advisory Support - Assist with tax advice on buy to let, foreign income, residency, and Capital Gains Tax

• Client & HMRC Liaison - Act as a key point of contact, handling queries and supporting tax enquiries

• Software & Systems - Use IRIS (preferred) and Microsoft Office to deliver accurate, efficient work About You

• 2+ years' practice experience with exposure to personal tax

• Strong understanding of UK personal tax and Self-Assessment

• Commercially aware, proactive, and committed to putting clients first

• Excellent attention to detail and organisational skills

• Confident using tax software and Microsoft Office

• Preferred: ATT part qualified or qualified

• Full study support for ATT and CTA

• Ongoing CPD and structured development pathways Benefits

• 25 days' holiday + bank holidays (with buy/sell options)

• Study support

• Company pension

• Free financial advice

• Duvet days, dress down days and regular social events

• Staff incentives

• Discounted gym membership

• Cycle to work scheme

• On site parking

• Free monthly Friday lunch and weekly breakfast Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency