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Tax Specialist - Wealth Management

Personal Tax Jobs
Job Title:
In House Tax Jobs
UK & Ireland Tax Jobs
Greater London Tax Jobs
City of London Tax Jobs
£40,000 to £45,000 per annum
Salary Description:
£40000.00 - £45000.00 per annum + Benefits
Job Ref:

City based wealth management business that is going through an exceptional period of growth.

Your new company

City based wealth management business that is going through an exceptional period of growth

Your new role

* Responsible for a portfolio of about 120 clients, ranging from self-employed, non-resident and non- domiciled to entrepreneurs;
* Advise clients on tax-saving solutions, or proposing tax efficient vehicles such as EIS, Pensions and VCT's;
* Annual review meeting with clients to discuss their tax affairs in order to formulate tailored tax planning reports for them;
* Manage a small portfolio of Corporate clients, providing VAT and Corporate Tax returns;
* Handle queries with HMRC.
* Keep abreast with any new or amending tax rules and legislation, through SWAT courses, CCH Research Library and the HMRC website.

What you'll need to succeed

ATT qualified with good exposure to personal tax / private client issues.

What you need to do now

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