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We are seeking a highly skilled and motivated Chartered Tax Adviser (CTA) to join our tax team. The ideal candidate will be a key member of our private client tax department. The current tax team sits under the remit of our Director and Head of Tax Calvin Healy. The team is currently composed of a Senior Tax Manager/Head of Department who oversees the operational running of the firms tax function, a Business Tax Manager who focuses on the business and corporation tax function, and three Tax Executives who mainly focus on private client compliance.
This role is a Manager/Senior Manager level recruit whose purpose will be to focus predominantly on the advisory, planning and complex tax compliance services the firm has to offer. In addition, the role will give the opportunity to enhance and develop the tax advisory offering with a focus on business development.
The role requires a technically strong individual who can provide exceptional tax advice and compliance services to a diverse portfolio of high-net-worth individuals (HNWIs), families, and owner-managed businesses and has a track record of doing so. The successful applicant will be an integral part of our firm's future, with a path for professional development and a mandate to drive business growth.
Key Responsibilities
Client Management and Advisory:
* Manage and provide proactive, high-level tax advice to a complex portfolio of private clients, including HNWIs, families, and trusts.
* Specialise in providing technical advice on a wide range of UK taxes, with a particular emphasis on Income Tax, Capital Gains Tax, and Inheritance Tax.
* Identify and implement strategic tax planning opportunities for clients to ensure optimal tax efficiency and compliance.
Tax Compliance:
* Oversee and review the preparation of complex self-assessment tax returns for individuals, partnerships, and trusts.
* Ensure all tax compliance obligations are met accurately and within statutory deadlines.
* Handle complex correspondence and resolve queries from HM Revenue & Customs (HMRC).
Team Collaboration and Leadership:
* Work as part of a dynamic tax team that includes a Senior Tax Manager, other Tax Seniors, and a Business Tax Manager.
* Provide guidance and technical support within the team.
* Collaborate with the wider firm to deliver a seamless and integrated service to our clients.
Business Development:
* Actively participate in business development initiatives to expand the firm's private client tax practice.
* Build and maintain strong, lasting relationships with clients and professional contacts.
* Identify opportunities to introduce new services and contribute to new business pitches.
Skills and Qualifications
* Chartered Tax Adviser (CTA) qualification is essential.
* Proven experience in a private client tax role, ideally within a professional services or practice environment.
* Demonstrable deep technical expertise in UK tax legislation, specifically Income Tax, Capital Gains Tax, and Inheritance Tax.
* Exceptional client-facing skills with the ability to build rapport and trust with sophisticated clients.
* A proactive and commercial mindset, with a proven ability to identify and pursue business development opportunities.
* Excellent communication skills, both written and verbal, with the ability to explain complex tax concepts clearly and concisely.
* Strong organizational skills and the ability to manage a demanding workload and client portfolio effectively.
This is an excellent opportunity for a CTA-qualified professional looking for a challenging and rewarding role with scope for personal and professional growth within a supportive and forward-thinking firm.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Accounting/Auditing and Finance
* Industries
Accounting
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