Personal Tax & Trust Administrator

About the role

This part‑time position supports a respected wealth‑management firm in Ferndown, helping private clients with personal tax affairs and trust administration. The role offers flexibility across three office‑based days per week and the possibility of evolving into a full‑time role.

Key responsibilities

• Prepare and submit Personal Self Assessment Tax Returns.
• Prepare Trust Tax Returns (SA900) and assist with Trust Account administration.
• Liaise with clients to collect tax information and supporting documentation.
• Communicate with HMRC on client tax matters.
• Monitor tax deadlines and ensure compliance with all requirements.
• Maintain accurate client records and documentation.
• Provide administrative support to advisers on tax‑related queries.
• Stay up‑to‑date with current tax legislation and compliance standards.

Required profile

• Previous experience preparing Personal Self Assessment Tax Returns (essential).
• Experience with Trust Tax Returns and knowledge of Trust Accounts (desirable).
• Background in accountancy, wealth management, legal practice, trust company or similar professional services.
• Excellent organisational skills with strong attention to detail.
• Ability to manage multiple deadlines independently.
• Confident communicator with strong client service orientation.

Required skills

• Proficiency with tax software.
• Strong Microsoft Office skills.

What we offer

• Salary of £35,000 Full‑Time Equivalent (£21,000 Pro‑Rata).
• Flexible three‑day working week.
• Supportive, professional environment within a respected wealth‑management business.
• Potential to progress to a full‑time role.