Tax Accountant / Tax Advisor - Family Office, Sherborne

Tax Advisor / Tax Accountant
Sherborne
£45,000 - £50,000

Tax Advisor / Tax Accountant required for a unique opportunity with a well-established Family Office based on the Somerset/Dorset border.

Clark Wood is working exclusively with an entrepreneurial private Family Office looking to appoint an ambitious qualified Accountant or Chartered Tax Adviser (CTA, ACA or ACCA) to join its finance team.

This is an excellent opportunity for someone with a passion for tax who is looking to work on high-quality, technically interesting matters with a clear route to Senior Manager.

Working alongside the Head of Tax and Finance team, you'll support a varied portfolio of private interests, trusts and companies, with responsibilities including:

Tax-focused review of management accounts, statutory accounts and VAT returns
Preparation and review of UK Trust accounts
Personal tax, trust tax and inheritance tax compliance
Tax planning, including EIS and SEIS reliefs
UK tax compliance across individuals, trusts and companies
Liaising with overseas tax advisers where required
Supporting the implementation of Making Tax Digital (MTD) for Income Tax
Mentoring a Tax Assistant and contributing to wider finance projects

The role offers genuine progression, with the opportunity to take ownership of the in-house tax function and Trust portfolio over time.

The successful candidate will ideally be ACA / ACCA / CTA Qualified with a minimum of 3+ years experience in practice or tax.

Benefits:

Competitive salary with annual review and bonus
10% employer pension contribution
Hybrid working
Private BUPA healthcare
Professional subscriptions and CPD fully funded
25 days' holiday plus bank holidays
No timesheets

This is a fantastic opportunity for the successful person to join a highly reputable and leading firm where there is genuine scope for an ambitious and driven individual to progress

For further information on this role, or other opportunities we're working on, please contact Jack Wyatt at Clark Wood – jwyatt@clark-wood.co.uk / 07880 255933

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