We are partnering with a well-established and respected accountancy practice seeking a dedicated Private Client Tax Adviser to join their dynamic team. This role offers a diverse range of responsibilities, focusing on tax advice, compliance, and planning across various tax areas, including Inheritance Tax (IHT), Capital Gains Tax (CGT), and Income Tax, primarily for individuals and trusts. There will also be exposure to payroll taxes and Stamp Duty Land Tax (SDLT).
The successful candidate will collaborate closely with partners and team members on tax projects and general tax matters, providing guidance and solutions. While expertise in all tax areas is not required, a strong aptitude for problem-solving, research, and identifying tax issues is essential. Experience with Lloyd's Underwriters, Trusts, or High Net Worth Private Clients is advantageous.
Key Responsibilities:
- Provide tax advice and planning across various tax areas, focusing on IHT, CGT, and Income Tax.
- Collaborate with partners and team members on tax projects and general tax matters.
- Review and train junior staff members, offering guidance and support.
- Manage tax compliance tasks, including self-assessment tax returns, IHT returns, and CGT returns.
- Engage in client-facing tax planning projects and advisory work.
Ideal Candidate:
- ATT or CTA qualified.
- Motivated and adaptable, with the ability to work remotely.
- Confident in written communication, effectively conveying tax planning, rules, and implications to clients.
- Strong problem-solving skills, with the ability to research and identify tax issues.
- Experience with Trusts or High Net Worth Private Clients is a plus.
What's on Offer:
- Competitive salary ranging from £40,000 to £60,000 plus, depending on experience.
- Hybrid working model, with a minimum of three days in the office per week for full-time candidates.
- Flexible working hours to support work-life balance.
- Full-time or part-time
- Comprehensive pension scheme.
- Continuous training and development opportunities.
- Supportive and collaborative team environment.
If you're a proactive and dedicated tax professional seeking a role that offers variety, collaboration, and the opportunity to make a meaningful impact, we encourage you to apply. Join a team that values your expertise and supports your professional growth.