Private Client Tax Advisor, Niche FS Group, to £45k + incentives + bonus

Nebula Partners are working with a niche financial services group specialising in wealth and asset management for an impressive high net worth client base. They have grown year on year since their inception over a decade ago.

A key service offering to their clients is a tax planning and advisory service. Due to a steady increase in new clients and increasing complexity in the financial affairs of their existing clients, our client is looking to hire a private client tax specialist with experience of managing their own client portfolio to take on a key role within the team. The split of work will be 80% compliance and 20% advisory, though the advisory element will increase as the tax adviser gets to know the client base, meets clients and identifies opportunities to offer additional advice.

The role:
• Researching, analysing and interpreting changing tax legislation (UK)
• Meeting clients and collating information
• Working with tax law and revenue provisions
• Preparing and submitting individual tax returns
• Liaising with HMRC
• Creating tax strategies for personal tax clients and planning their financial futures
• Advising clients on minimising tax liability
• Establishing and structuring trusts
• Estate planning and advising on tax residence and domicile matters
• Advising on and implementing strategies, tax efficient share and option schemes and exit strategies
• Producing reports and presentations for clients and events.
• Reviewing the work of tax assistants.

The candidate:
• Minimum ATT qualified
• Broad personal tax experience
• Previous experience of managing a portfolio of clients and an interest in developing more technical experience

Study support offered and support will be given to individuals who have started to study their CTA at their current firm but who feel that they’d prefer to work outside an accounting firm. This is a role with lots of opportunities for career advancement as well as financial incentives on a quarterly basis, plus an annual bonus. Top performing tax advisers can earn an additional 25% of their salary over the course of the tax year.