Position Title:Personal TaxAdviser
Employer:A Chartered AccountantsFirm
EmploymentType: Parttime with flexible working hours available (Fulltime maybeconsidered)
PracticeSummary:
Thisaccountancy practice boasts an excellent reputation for client careand commercial insight. The practice provides a range ofaccountancy tax and financial consulting services to a diverseclient base including individuals sole traders partnerships andsmall limited companies with a focus on growth businesses andentrepreneurs. The team is known for its dedicated supportiveworking and training environment offering opportunities to workwith a variety of private clients and highnetworthindividuals.
Purposeof the Role:
Thisposition is ideal for an experienced Chartered Tax Adviser whoenjoys providing advice in their areas of expertise. The successfulcandidate will have ample opportunities to deliver advisory workand develop their own advisory portfolio. While the role includesmanaging a modest Private Client compliance portfolio the primaryresponsibility will be providing ad hoc advice in specialisedareas. These areas may include Inheritance Tax (IHT)NonResident/NonDomicile issues Tax Efficient Remuneration Planningand Structuring Corporation Tax Research & DevelopmentEnterprise Investment Scheme (EIS) Trusts Capital Gains Tax orother areas of interest. The role also offers the chance to explorenew areas of expertise with appropriatesupport.
PrincipalDuties:
* Conductinitial client meetings to discussneeds
* Delivertailored advice to clients throughout the entireprocess
* Researchtax issues andsolutions
* Managea small portfolio of tax returns from client requests tosubmissions
* Reviewwork of junior teammembers
* Identifyand promote new tax advisory opportunities for existing and newclients
Requirements
RoleRequirements:
* CTAqualified with experience advising on Personal Taxmatters
* Personableyet professional communication skills withclients
* Highlyorganised with excellent time managementabilities
* Abilityto meet deadlines and monitor performancetargets
* Evidenceof prior tax advisory experience may berequested
Benefits
* Generouslocal salary with bonusscheme
* Parttimehours ranging up the fulltime ifrequired
* Excellentopportunity to build a varied portfolio of client advisorywork
Applicationsfor this role will be received by Kourtney Luckett. Formore information please reach out for a confidentialconversation.
TPFRecruitment are the leading provider of accountancy practiceopportunities across the SouthEast so if this role doesnt quitetick the boxes reach out to see what else we are recruitingfor.
CTA qualified Significant private client/ personal tax expertiseExperience of managing a portfolio of clients