Private Client Tax Advisor

An excellent job opportunity has arisen for a Private Client Tax Advisor (Personal tax) for a leading firm of accountants. The role is flexible on office location, so anyone living within a commute of these locations is encouraged to apply (the firm offer hybrid / home working on a few days per week too) Lincoln, Spalding, Peterborough, Boston, Kings Lynn, Grantham, Sleaford, Newark, Stamford, and many other locations.

The firm are also considering candidates with a corporate tax background and will consider anything from part-qualified upwards, so please do get in touch for more details of that job opportunity. 

With 2 to 3 days of hybrid working on offer, great benefits, and career progression, this job is not to be missed! Perfect for those who also no longer want a January Tax Deadline due to it’s advisory focus!

Benefits:

• Competitive salary in-line with market rate
• Hybrid and flexible working hours
• Free parking at offices
• Strong pension contributions
• Health Insurance
• Sick pay
• Cycle to work schemes
• 22 days holiday Bank Holidays, rising to 27 days Bank Holidays
• Death in Service
• Online fitness classes
• Buy or sell annual leave
• Talent referral bonuses
• Subsidised private medical insurance
• Wellbeing support
• Study leave
• Electric vehicle salary sacrifice scheme
• And More!

This role will provide taxation advice to clients, while supporting in the delivery of work. You will ensure compliance and quality standards are always maintained, client needs are identified, providing proactive support and advice.

This is an ideal role for someone who would like to be more involved with helping clients achieve their goals through tax planning and analysis. Prior experience in these types of planning is not necessary, the key attributes we are looking for are willingness to learn and a desire to help clients find the best solutions for them. The advice you could expect to be involved includes the following: –

• Inheritance tax planning
• Remuneration planning
• Incorporation of businesses
• Capital allowance reviews
• Capital Gains tax advice
• International tax planning

Your responsibilities:

• Delivering all elements of a tax project, tax advice with supervision (review) by your manager or director
• Training assistant team members
• Managing your workflow and client expectations
• Developing working relationships with clients
• Identifying areas of risk and viable opportunities for both current clients and potential clients
• Where appropriate, initiating and taking an active role in business development