This international financial services organisation is looking for a qualified CTA (or equivalent) to join a growing team of tax specialists.
In a role will that involve you providing a full tax consultancy service to clients and in-house bankers, your main duties and responsibilties will involve:
•To work within relevant team to act as a specialist knowledge leader in the field of taxation for private individuals and trusts. Supporting the team both in providing specialist expertise and dealing directly with private clients.
•Establishing and maintaining relationships with private clients and making them aware of the full range of products and services available within the Private Bank.
•To ensure clients needs are fully understood and to work with Product Specialists, support staff and other relevant groups so that the client proposition is effectively translated/ fulfilled with regard to taxation.
•To maintain a high level of technical taxation knowledge.
•To maintain an awareness of client circumstances and to review regularly each clients profile to ensure their changing needs are being met with regard to taxayion matters.
•To consistently update personal knowledge of intermediary/ wealth management market with regard to taxation matters.
Culturally they are lively and friendly, and passionate about success and firm believers in a work/ life balance.
Your career is important to you. At Creative Tax Recruitment we appreciate that each job applicant is an individual with a unique set of needs. That’s why we take the time to listen. Only when we have understood your requirements do we start thinking about the ideal role for you.
Consultants that listen
Do you just want to talk to a recruitment consultant without being ‘sold’ roles? We can understand that. Whether it is career advice, salary benchmarking or advice on any other issue related to your career, we will always have the time to listen and offer you advice.
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