Personal Tax Assistant and Senior Advisor

Two Jobs in Tax One junior and one senior Apply if you are ATT or CTA qualified Apply for both roles in one

Job description: Tax Assistant
(See Senior Tax Advisor below)

We are looking for a Tax Assistant who is ideally ATT qualified. The role offers variety, autonomy and the opportunity to work with an incredibly broad range of clients. Our business is geared towards providing Taxation services to a broad range of clients including expats, non UK residents and to support High Net Worth clients, Entrepreneurs and Trusts through the life cycle of their business. Responsibilities:

* Speaking with clients and prospects (over the phone) answering tax queries
* Assisting the wider tax team with tax return reviews from outsourcing company
* Assisting in preparation of written private client tax advice in report format to clients
* Assisting with the Management and preparation and submission of tax returns for a portfolio of clients, including reviewing tax returns
* Assisting with update of our internal CRMs and client portals of new enquiries
* Various ad hoc work as and when it arises
* As your role develops, we'll offer you scope to work in other areas, depending upon your progress. We'll also offer you the opportunity of future progression and development, including full study support towards your qualification.

About you Ideally you will be ATT qualified, or part qualified having experience in a similar role in a medium size practice. You will have strong communication and interpersonal skills. You will also have/be:

* Strong tax technical and practical expertise within the private client tax arena with demonstrable broad experience of the tax affairs of non-domiciled individuals, entrepreneurs and share schemes for small and medium-sized enterprises
* Aptitude for research and the ability to prepare complex written advice/calculations
* Strong communication skills, be it face-face, email or in writing, and have an emotional intelligence in dealing with sensitive private client matters e.g. divorce cases, business partner disputes
* Some experience in identifying opportunities for business development on tax clients and across other service lines would be advantageous
* Strong IT skills (e.g. Microsoft Office - notably, Excel)

What we offer:

* Salary £25,000 to £30,000 depending on experience and qualification
* 22 Days Holiday + Public Bank Holidays
* A day off for your Birthday
* Excellent training and development opportunities
* Points bonus scheme
* Pension Contribution
* Private medical insurance (minimum of 1 years' service)
* Hybrid working policy, minimum 3 days in our North West London Office and 2 days flexible home or office
* Opportunity to join a rapidly expanding firm at a very exciting stage of growth
* Christmas and Summer parties
* Quarterly get together and team building
* Small milestone gifts

Senior Tax Advisor

To assist our clients Tax Practice which comprises of UK private client service provision to a number of clients around the globe. We are looking for a Senior Tax Advisor who is ideally CTA qualified. The role offers variety, autonomy and the opportunity to work with an incredibly broad range of clients. Our business is geared towards providing Taxation services to a broad range of clients including expats, non UK residents and to support High Net Worth clients, Entrepreneurs and Trusts through the life cycle of their business. You will be responsible for private client tax advice.

Job Role and Responsibility

* Providing private/personal client tax advice
* Producing written tax advice
* Speaking with clients and prospects (over the phone) answering Tax queries
* Ensuring the delivery of a high-quality personal tax service to our clients
* Preparation of written private client tax advice in report format to clients
* Managing client relation relationships and expectations, which would involve monitoring of IRIS on a weekly basis to ensure a number of issues and deadlines are being met
* Assisting with update of our internal CRMs and client's sales
* Assisting with update of our internal CRMs and client portals of new enquires.
* Attending client meetings where relevant

Person Specification

* Must be CTA qualified with at least 4 years' experience, or ATT qualified with 5 years' experience.
* Strong tax technical and practical expertise within the private client tax arena with demonstrable broad experience of the tax affairs of non-domiciled individuals, entrepreneurs, and landlords
* Aptitude for research and the ability to prepare complex written advice/calculations
* Strong communication skills, be it face to face, email or in writing, and have emotional intelligence in dealing with sensitive matters e.g. divorce cases, business partnership disputes
* Some experience in identifying opportunities for business development on tax clients and across other service lines would be advantageous
* Strong IT skills with Microsoft - notably Excel.

What we offer

* Salary up to £55k depending on experience.
* 22 days holiday + Bank holidays
* A day off for your Birthday
* Excellent training and development opportunities
* Points bonus scheme
* Pension Contribution
* Private medical insurance (minimum of 1 years' service)
* Hybrid working policy, minimum 3 days in our North West London Office and 2 days flexible home or office
* Opportunity to join a rapidly expanding firm at a very exciting stage of growth
* Christmas and Summer parties
* Quarterly get together and team building
* Small milestone gifts

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