This role would suit a candidate who is confident that they can manage a complex portfolio of HNW individuals and company directors. Someone who has the experience to do the first draft of a letter on a piece of advisory work such as IHT advice and who is happy to supervise and review the work of more junior staff.
You may be ATT, CTA or ACA qualified or ex HMRC and qualified by experience. The key to this position is being an all-round trusted advisor to your clients. It is personal tax biased but there is scope for someone with a mixed tax background or for someone from personal tax to broaden their experience if they want to. Advisory work includes advice on CGT and IHT, assisting on projects including the restructuring of businesses and share-holdings and dealing with queries and investigations from HMRC. If you enjoy corporate tax work you can also assist partners and directors with R&D and patent box projects.
There is plenty of opportunity to progress in this practice. Salary is dependent on experience and qualifications. This firm offers flexible working and hybrid working (potentially up to 2 days working at home with the rest based in the office in Sheffield). There is also a scheme allowing you to buy holiday allowance. Full-time or part time considered.