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Our Values are what drive how we work:
1. Clients always come first
2. We are Results Focused
3. We do what we say we are going to do
4. We build meaningful relationships
We are recruiting a Tax Adviser to join our fast-paced and close-knit Tax Team. This is a great opportunity for an ambitious, qualified tax adviser to join our dynamic tax department. You will play a key role from day one, acting as the main point of contact for your portfolio of clients and support to the Financial Adviser Team.
The Tax team sits beside our team of Financial Advisers which gives you a unique opportunity to collaborate and build relationships with colleagues from various teams to deliver a proactive, holistic and bespoke service to our clients.
Job Role
As a Tax Adviser, you will have responsibility for a portfolio of varied personal tax clients, working on Tax advisory and compliance services. This will involve:
Client Work:
1. Delivering excellent client service by establishing and maintaining client relationships.
2. Liaising with clients and financial advisers proactively on advisory matters. Meeting deadlines and responding to client needs.
3. Creating tax strategies for personal clients and planning their financial futures.
4. Providing support to the financial advisory team with Tax planning with mutual clients.
5. Preparing and submitting individual returns by Tax filing deadlines.
6. Carrying out detailed computations to calculate tax liability and advising on how to.
7. Preparation of advisory tax planning reports.
8. Preparing share pools and supporting reports to advise on clients' capital gains tax positions.
9. Establishing and structuring trusts.
10. Advising on and implementing remuneration strategies, tax-efficient share and option schemes, and exit strategies.
11. Estate planning and advising on tax residence and domicile matters.
12. Review HMRC correspondence of compliance and advisory nature. Manage HMRC enquiries.
13. Delegate tasks and review work from junior team members.
Training and Development
1. Attend and lead some internal training sessions.
2. Act as coach and support for junior team members.
3. Appraise and provide feedback for junior team members.
4. Engage in personal business development activities and support business development activities of the team.
Compliance
1. Ensure procedures are adhered to.
2. Involvement in some departmental administrative tasks.
3. Maintain technical knowledge. You’ll need to be able to interpret changing tax legislation to spot potential problems and provide solutions.
Key Skills, Qualifications and Experience
1. Private client tax experience gained within the professional services and or industry.
2. Technically capable tax adviser who can assist in complex client work.
3. Exemplary organisational and communication skills.
4. Appetite to grow business development skills.
Professional Qualifications and Education
Key Competencies and experience:
1. Experience managing your own portfolio of clients.
2. Client focused: Providing clear proactive advice and actively meeting deadlines and responding to client’s needs.
3. Planning and Organisation: You must be able to plan workload to prioritise meeting conflicting deadlines and cope with pressure. Must be able to instruct others, delegate appropriately and control delegated work efficiently.
4. Excellent written communication skills and interpersonal skills to liaise effectively with clients and financial advisers.
5. Team Player – You’ll be a key person in a close-knit team. Offering support to both junior colleagues, other tax advisers and the financial advisers to work together to support our clients.
6. Willingness to learn with a keen desire to be involved in new challenges and share knowledge and experience.
Remuneration and Benefits:
1. Competitive Salary with annual reviews after 1 year of service
2. Enhanced Pension after the qualifying period
3. PMI with Vitality after a qualifying period
4. Cash plan with BUPA after the qualifying period
5. Annual Charity Volunteer Day
6. Family Friendly Benefits
7. Gym and active discounts
Because of the changing nature of our business, your job description will inevitably change. From time to time, you will be required to undertake other activities of a similar nature that fall within your capabilities as directed by management.
Applying for this role confirms that you have the right to work in the United Kingdom with no restrictions.
If you require any reasonable adjustments, please let a member of staff know by contacting careers@flmltd.com
Please note, FLM will conduct a standard Financial and Identity check on any candidate who is offered a role within the company.
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Accounting/Auditing and Finance
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