Purpose of job
To provide tax advice to high net worth individuals and trustees on particular events or transactions and to deal with associated tax reporting (including 60 day CGT returns, IHT returns and personal tax returns).
To provide assistance to the Partner head and the Senior Tax Advisor within the Team in dealing with tax work generated from internal and external sources and to help develop and generate new work. Consequently the role will include business development activities as well as tax technical work and to further help develop the profile of the team both internally and externally. The individual will also provide assistance to our International Tax Advisory Team on dealing with any private client tax reporting aspects.
Accountabilities
The core duties include:
1. Tax planning in relation to income tax, capital gains tax and inheritance tax, advising personal, trust and estate tax clients.
2. Development of personal tax work and participate in business development activities
3. Dealing with all forms of personal tax reporting including review of work and supervision and development of more junior colleagues
The candidate
Our ideal candidate will be someone who:-
4. is a personal tax advisor able to advise on a range of personal taxes including income tax, capital gains tax and inheritance tax;
5. has some knowledge of Trusts;
6. is experienced in all forms of personal tax;
7. has a formal tax qualification such as STEP or ATT or CTA or similar qualification;
8. has previously participated in business development activities
9. enjoys being part of a team and takes initiative
10. has an interest in making use of tech to improve efficiency both in terms of advice and tax compliance
Equal opportunities
We are committed to recruiting individuals on merits of suitability for each role, on the basis of qualifications and experience. All applications are treated fairly and equally regardless of sexual orientation, race, disability, religious beliefs and any other protected characteristic, ensuring that there are equal opportunities at all stages of the recruitment process.
Benefits
11. 25 days holiday (FTE) plus Bank Holidays
12. Long Service holiday award – 1 extra week every 10 years continuous service
13. Private Healthcare with BUPA (offered after probation is passed)
14. Scottish Widows Pension Scheme (5% employer / 5% Employee)
15. Staff Profit Share / Salary sacrifice (Pensions, Staff Profit Share)
16. Life Assurance - 4 x salary / Permanent Health Insurance
17. Paid ESG day (Environmental, Social and Governance)
18. Enhanced Maternity/Paternity Leave
19. Subsidised gym membership
20. Electric car scheme
21. Eye Care Voucher
22. Agile Working Policy
23. Dress for your Day Policy