Accountant (Personal Tax)

Ferndown
Posted 3 weeks ago

Accountant (Personal Tax)

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

Hours: Full-time, Permanent

About Us
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.

The Opportunity

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.

Your Impact

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.

Who We’re Looking For

Required

  • 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.

Preferred but not essential

  • ATT Qualification or part qualified

Your Career Path & Benefits

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.
  • Generous study budget.
  • 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.

How to Apply:

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.townsend@the-affinity-group.co.uk

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