Job Description
The role will focus on the delivery of a wide range of tax advisory work to entrepreneurs. This work would involve supporting business owners, from a personal and corporate perspective, from incorporation through to a life post-exit. The role would involve working directly for tax partners and directors, but you would be encouraged to build your own relationships with both clients and other internal non-tax partners and to work collaboratively with other colleagues in London and regional offices and to work closely with the Corporate Finance team.
The Firm is an adviser to individuals and businesses across a range of sectors, providing market-leading accountancy, audit, business advisory, tax and VAT services. Founded in 1855, they are the UK's 15th largest accountancy firm.
The responsibilities
* Advising companies on structuring their funding rounds to meet the requirements of Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS).
* Working with client management teams to design and implement employee incentive schemes to retain key employees.
* Advising client management teams and shareholders on business disposals and acquisitions.
* Review of share purchase agreements, tax covenants and tax disclosure letters in connection with business acquisitions and disposals.
* Advising on and assisting with the implementation of corporate reorganisations such as capital reduction demergers, share buybacks and management buyouts.
* Review the inheritance tax exposure of corporate structures, and advise/implement any solutions to reduce the inheritance tax exposure.
* Pre and post exit advising entrepreneurs on intergenerational wealth planning, such as preparing reports on family investment companies or tax efficient investments.
* Undertaking tax valuations for employee share incentive schemes, gifting of shares as a result of generational wealth planning, probate, and corporate reconstructions.
* Preparing HMRC statutory and non-statutory clearance applications.
* Liaising with tax compliance teams on follow-up compliance work arising from transactions.
You
* The role would suit an ACA/CTA qualified person with some post qualification experience in private client tax, corporate tax, and tax valuations. Although some experience in these areas is desirable it is not essential. A willingness to learn and a keen desire to become involved in new areas being the key.
* An ability to provide advice and solutions to technical tax queries and interpret technical matters of varying complexity and communicate this information clearly to clients and other team members.
* Prepare advisory reports and correspondence on complex/technical tax matters.
* Strong UK tax technical skills and understanding (or a willingness to undertake the CTA if you are ACA qualified).
* Project management skills, with the ability to plan and prioritise work, meet deadlines, monitor budgets.
* Provide feedback on the progress of work to those involved including clients, colleagues, and other advisers, keeping them informed of developments.
* Build and maintain relationships with clients and internal stakeholders.
* Client focus and commercially aware.
* Commitment to building strong client relationship management with ability to develop quality outputs to clients.
* Excellent communicator, both written and oral, in a range of situations and to a range of stakeholders.
* Ensure delivery of quality work and take day to day responsibility for projects.
* Some practical experience of accounting standards and knowledge of accounts is essential.
Reward and benefits
* A 35 hour working week with a hybrid working policy with the flexibility to work from home for up to three days per week (our core hours are 10-4)
* Excellent benefits including; contributory pension scheme, 25 days annual leave, Life Assurance cover and great flexible benefits and family friendly policies,
* Eligibility for the firm's Profit-Sharing Plan. Paid in December.
* Eligibility for the discretionary bonus scheme.