Role Title: Accountant (Personal Tax)
Location: Wimborne, Dorset
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.
If you are ready to take the next step in your tax career, we would love to hear from you.
How to Apply:
Please submit your CV and a short cover letter via Indeed or email [email protected]. We look forward to hearing from you.
Job Types: Full-time, Permanent
Pay: £26,000.00-£30,000.00 per year
Benefits:
- Additional leave
- Casual dress
- Company events
- Cycle to work scheme
- Discounted or free food
- Employee discount
- Financial planning services
- Health & wellbeing programme
- Referral programme
- Sick pay
Experience:
- Personal Tax: 2 years (required)
Licence/Certification:
- ATT Qualification (preferred)
Work authorisation:
- United Kingdom (required)
Work Location: In person
