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Tax Specialist - Wealth Management

Specialism:
Personal Tax Jobs
Job Title:
In House Tax Jobs
Region:
UK & Ireland Tax Jobs
Location:
Greater London Tax Jobs
City:
City of London Tax Jobs
Salary:
£40,000 to £45,000 per annum
Salary Description:
£40000.00 - £45000.00 per annum + Benefits
Posted:
12-Apr-19
Job Ref:
3568679

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

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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