private client associate jobs in Poole

You will play a key role in mentoring junior team members while contributing to the ongoing development of the firm’s private client offering. The firm prides itself on its strong client relationships, collaborative culture, and commitment to professional development. Crowe Watson Recruitment is proud to be working in partnership with this firm on an exclusive basis.

In a nutshellAre you an experienced Senior Manager or Director with expertise in trust taxation, ready to take on a fresh and rewarding challenge in a firm dedicated to supporting your professional growth?As a leader in our Trust Tax team, you will play a pivotal role in delivering an outstanding tax compliance and advisory service to our diverse portfolio of private client tax clients. This...

Job Description Are you CTA qualified or close to qualifying, with a few years' experience in accountancy practice and looking for a fresh challenge in a firm that values personal development and technical excellence? Our client, a respected and growing professional services firm, is seeking a Private Client Tax Senior Associate to join their Personal Tax team in Bournemouth. This is a...

You will report directly to the directors who will support and mentor you. Key Responsibilities: - Managing and servicing a portfolio of clients to an excellent standard - Handling inbound queries from clients, and delivering great client service - Develop and maintain strong relationships with clients, understanding their business needs and providing tailored solutions.

Job Description REED Accountancy Practice Hub are recruiting a Private Client Tax Manager for a leading Practice based near Ferndown This is a key position requiring a specialist in tax advisory and compliance services for high-net-worth individuals, families, and sometimes trusts or estates. Private Client Tax Manager Perm position - £60,000 - £65,000 Hybrid Working - Flexible working...

A dental recruitment agency is seeking an Associate Dentist to join a mixed NHS/private practice near Poole, Dorset. This role offers multiple benefits including high private potential and access to digital tools. The successful candidate will provide various treatments in a supportive environment alongside experienced staff. GDC registration and a performer number are required. Flexible pay...

Kick Off Your Sales Career in Bournemouth with Comprehensive Training and Excellent Benefits! (Immediate Starts Available) If you are interested in applying for this job, please make sure you meet the following requirements as listed below.Location: Central BournemouthSalary: £24k-£30k per year OTEWould you like the chance to represent Clients in a FUN environment with a GREAT TEAMAre you...

About Lawhive Apply below after reading through all the details and supporting information regarding this job opportunity. We’re on a mission to make sure everyone has access to the law. Lawhive is an online platform for consumers and small businesses to get legal help for a fraction of the cost of a law firm. Our platform combines regulated human lawyers collaborating alongside the world’s...

Are you CTA qualified or close to qualifying, with a few years' experience in accountancy practice and looking for a fresh challenge in a firm that values personal development and technical excellence? Our client, a respected and growing professional services firm, is seeking a Private Client Tax Senior Associate to join their Personal Tax team in Bournemouth. This is a fantastic opportunity...

You will have the chance to enhance your technical abilities and industry knowledge by working alongside experienced private client lawyers who foster an inclusive working environment. If you are STEP qualified or working toward this accreditation, this is highly advantageous but not a prerequisite.

Job Description Permanent, one‑to‑one role with an 80‑year‑old VIP client. | Role based in Dubai with occasional international travel on a private yacht. | Employment: Full Time, Permanent. Salary: £60,000 Annual Salary (Tax Free). | Scope: medication management, chronic condition monitoring, coordination with physicians/clinics, precise documentation. | Profile: RN/BSN; English C1+; ≥4 years...

You will need to understand their operations, challenges, and unique circumstances.

You will be expected to gather relevant information and build strong professional relationships.

You will be allocated a buddy before joining who will support you to settle into the team and navigate your first year at Forvis Mazars.

You will help deliver trade sales and marketing activity, support POSM, contribute to new product launches and prepare reports and presentations for both clients and internal teams. A full UK driving licence is required as some travel may be expected. An interest in Amazon or ecommerce is a strong bonus.

You will set and deliver a modern and innovative Client Development & Marketing strategy that elevates brand presence, sharpens market positioning and drives meaningful client engagement. As a senior leader, you’ll influence at the highest level, partnering closely with the Global Managing Partner, heads of groups, and other senior stakeholders.

A leading legal firm in Poole is seeking a Wills & Trust Probate Tax Manager to assist with tax reporting and provide technical tax advice. The ideal candidate should be ATT or CTA qualified with over 3 years PQE in Private Client Tax. This role offers significant autonomy and the chance to work within a dynamic team known for its supportive culture. Attractive benefits include a negotiable...

Looking for more than just technical tax work? Join one of Dorset's leading independent accountancy firms in a role that blends client advisory, strategic input, and career progression. As a Private Client Tax Senior, you'll work closely with Directors, manage a portfolio of HNW clients, and help shape the future of a growing tax team. What's in it for you? - Autonomy to manage and grow your...

You will need to understand their operations, challenges, and unique circumstances.

You will be expected to gather relevant information and build strong professional relationships.

You will be allocated a buddy before joining who will support you to settle into the team and navigate your first year at Forvis Mazars.

Job Description Looking for more than just technical tax work? Join one of Dorset's leading independent accountancy firms in a role that blends client advisory, strategic input, and career progression. As a Private Client Tax Senior, you'll work closely with Directors, manage a portfolio of HNW clients, and help shape the future of a growing tax team. What's in it for you? - Autonomy to...

You will provide continuous 1:1 nursing care, medication management, monitoring of chronic conditions and coordination with local doctors and clinics.

A leading firm in South West England seeks an experienced Senior Manager or Director in trust taxation to guide a team and advise high-net-worth clients on complex tax issues. The role emphasizes leadership, client relations, and compliance with standards, offering a supportive environment for professional growth and development. Competitive salary and benefits are included, with opportunities...