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

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