Looking to take your personal tax expertise into advisory for owner-managed business clients?
At Rickard Luckin, we offer a unique opportunity for technically strong personal tax professionals (CTA qualified) to apply their skills in a wider advisory capacity, working with business owners who trust us to guide them through both personal and business decisions.
Our team acts for a diverse client base of owner managed businesses, helping them with succession planning, tax-efficient strategies and broader growth ambitions. We combine technical strength with a personal approach, building relationships that go beyond compliance.
About The Role
This role is ideal for someone who has a strong grounding in personal tax and is keen to develop advisory experience in areas such as:
* Tax-efficient structuring for business owners and their families
* Succession planning and business exit strategies
* Corporate reorganisations with personal tax implications
* Advice on share schemes and profit extraction
* Supporting clients through HMRC enquiries and tax risk management
About You
* CTA qualified (or nearing completion)
* Experienced in managing personal tax for owner-managed business clients
* Interested in moving into advisory and strategic projects
* Commercially aware, proactive and keen to develop your advisory skills
* Excellent communicator, able to explain complex tax matters clearly
* Team player, motivated by helping clients make informed decisions
Benefits
* Flexible working hours around core times
* Enhanced parental leave
* Group pension and death in service benefits
* BUPA and AXA advanced medical insurance
* 23 days' holiday + bank holidays + 3 Christmas shutdown days
* 2 volunteering days per year
* Access to Hussle & Nuffield Health gym discounts
* Bike to Work Scheme
Ready to Take the Next Step?
If you're looking for a role where you can build on your personal tax expertise while expanding into advisory for owner managed business clients, we'd love to hear from you. Apply today or get in touch for a confidential chat with Daryl Hughes, Talent Acquisition Lead.
A Note for Recruitment Agencies
We value our agency relationships, but we're handling this hire internally. Unsolicited CVs will not be accepted unless briefed by our Talent Acquisition team.