Private Client Tax Advisor

1 Days Old

Job Description

Due to continued growth, we have been instructed on a unique Private Client Tax Advisor opportunity on behalf of our client in Liverpool.
The role is 100% advisory (no compliance), working with an impressive client base ranging from HNWIs, UHNWIs, Directors, Business Owners to Non Domiciled Individuals with international affairs.
Perfect for an ATT/ CTA individual with an interest in tax advisory work looking for the next step up in their career.
There is a direct pathway to Director for the right individual.
Excellent remuneration and benefits package, company bonus, option of WFH, lots of flexibility and a personal progression plan. Part time considered, more info below:
The Role:
Provision of private client tax advisory services
Identifying tax planning opportunities
Supporting Directors/ leading the delivery of ad hoc advisory work
Provision of tax advice
Provision of advice in areas such as Capital Gains, Property tax & Inheritance tax
Research and planning on projects
Supporting the delivery of ad hoc tax projects
Regular client meetings
Business development
Building and maintaining strong client relationships.
You:
CTA Qualified (ideally)
ACA/ CTA PQ or ATT also considered.
Private client/ corporate tax experience in practice
Compliance &/ or Advisory experience - role can be tailored to suit the individual
Excellent communication skills
Interesting in tax advisory work
UK Resident
Benefits include:
Personal Progression Plan
Company bonus (monthly and annual)
No busy tax compliance season in Dec & Jan
Flexible working hours
Great work life balance - no overtime culture
Hybrid working arrangement
Study support (optional)
25 Days Holiday + BH
Buy/sell holiday policy
Annual payrise and appraisals
Supportive environment
Social events
Modern office
Part time considered
If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels. Our client base consists of Top 10/20, Mid Tier, Regional and Independent firms across the UK.

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Location:
Birkenhead
Job Type:
PartTime
Category:
Finance And Insurance

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