There is an opportunity in London a Senior Personal Tax Adviser/Supervisor. Duties will involve a combination of compliance and consultancy work, including managing the tax affairs of a portfolio of high net worth private clients, reviewing the work of juniors and tax planning.
Principal duties
You will provide personal tax advisory and compliance services to wealthy individuals with shareholdings in family companies, quoted and private company executives, entrepreneurs, expatriates and self employed individuals, partnerships and trusts. This will involve:
Preparing complex personal and trust tax returns
Advising on tax planning opportunities such as CGT, IHT and income tax
Undertaking bespoke tax advice and working on one-off tax planning projects
Assisting with cross selling opportunities within the firm
Ensuring that the tax return administration is up to date
Reviewing the work of more junior staff
Participating in marketing initiatives.
Experience/Skills:
Ideally you will be ATT qualified with a minimum of one year post-qualification private client experience. You may alternatively be already studying for your CTA qualification or be a CTA qualified. You must have strong interpersonal skills and the ability to work effectively as part of a team.
A conscientious individual, with good communication skills and the ability to work as part of a team. Attention to detail is required, as accuracy is essential. An adaptable approach to work is important.
Experience of working with a large personal tax portfolio
Ability to liaise confidently and efficiently with clients
Ability to use initiative
Must be computer literate
Study support for CTA examinations will be provided for the appropriate candidate if required
Dorifor Tax Group - our portfolio of tax sites:
