Your Role
and What You'll Be Doing
We are looking for a Senior Tax Advisor to join our Private Client Services Tax Trusts and Compliance Team, to be based from either Birmingham, Chichester or Sheffield.
The team provide personal tax compliance and advice to mainly individuals. Your role will involve dealing with some complex tax advice, (CGT, Income tax, residence and domicile issues) but mainly personal tax returns and HMRC disclosures as well as providing technical support to the rest of the team.
This is a fantastic opportunity for a Senior Tax Advisor to work with Liz Beadsley, our Private Client Services Partner to continue to grow our team.
What You'll Be Doing
1. Having full control and conducting of a number of cases/ clients including more complex matters
2. Responsible for dealing with complex tax cases – advising on CGT and income tax for individuals, predominantly HNW and UHNW clients, many with global interests.
3. Dealing with complex estate tax returns
4. Dealing with HMRC disclosures on behalf of clients
5. Ensuring a client meets all tax obligations by preparing and submitting tax returns, tax computations and other necessary forms
6. Advising clients on tax issues, and how to minimise their tax liabilities
7. Researching, analysing and interpreting tax legislation to ensure tax returns are correctly completed, and correct advice is given
About You
8. CTA, ATT or Qualified Chartered Accountant
9. Several years’ experience working in a relevant tax role dealing with more complex work
10. Ability to give expert and authoritative tax advice in specialist and complex areas
11. Ability to research areas of tax & other topics/issues to maintain expertise
12. Analysis of complex tax problems, providing interpretation and making recommendations
13. Leading and participating in tax practice development, particularly focusing on client referrals from within Irwin Mitchell
14. Drafting and review of tax returns
15. Experience of dealing with residence and domicile issues and estate returns would be helpful but not a necessity as training can be provided
16. Ideally, supervisory experience and experience of training and developing more junior members
Our Benefits - What We Can Offer You
17. 25 days holidays as standard plus bank holidays - You can ‘buy’ up to 35hrs of extra holiday too.
18. Generous and flexible pension schemes.
19. Volunteering days – Two days of volunteering every year for a cause of your choice (fully paid)
20. Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services.
We also offer a wide range of well-being initiatives to encourage positive mental health both in and out of the workplace and to make sure you’re fully supported. This includes our Flexible by Choice programme which gives our colleagues more choice over a hybrid way of working subject to role, team and client requirements.
We have been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2024!
Our responsible business programmes are fundamental to who we are and our purpose. We’re committed to being a diverse and inclusive workplace where our colleagues can flourish, and we have established a number of inclusion network groups across our business to support this aim.
Our commitment to Social Responsibility, community investment activity and tackling climate change is a fundamental part of who we are. It’s made up of four strands: Our People, Our Community, Our Environment and Our Pro Bono.