An exciting opportunity has arisen within the Private Client Tax Advisory team of the Surrey office of this leading medium sized practice.
You will report into the Tax Partner and Private Client and Trust Directors and be provided with a varied role which will embrace providing advisory and compliance services to clients and form an integral part of the Advisory Tax leadership team with scope for career progression.
Your principal focus will be to deliver tax planning and advisory services in relation to a range of clients which may include Non- Dom and International clients, Family office, Offshore, Inheritance Tax, Trusts and Estate Planning. You will deliver a full consultative compliance and planning service to individuals and their families including optimising all private client tax reliefs during lifetime and on death.
Specifically, your responsibilities will include the following:
*Assist Tax Partners, Partners and Directors with more complex enquiries and ensure planning and cross-selling opportunities are identified and followed up.
*Involvement in any Revenue enquiry matters.
*Review client base and identify additional opportunities.
*Maintain regular communication with all clients and related 3rd parties
*Work in a team with direct responsibility for the mentoring, developing and training of junior managers & trainees.
*Prepare budgets, complete work within budget and report to Partners on any variances from budget, ensuring that all assignments are carried out in a timely fashion and in accordance with the Firm's procedures.
*Communicate directly with clients on the phone or in person where appropriate to resolve queries and develop relationships with them.
*Any other ad hoc duties that may be required.
Ideally, you will be CTA qualified, possess a high level of technical advisory expertise and able to demonstrate relevant practical experience in Private Client Planning. In addition, you should be a strong communicator, both in person and with report writing, and be strong in building relationships, networking and developing business.
In return, you will be provided with a competitive package which includes an attractive suite of benefits, bonus, work flexibility and health and life insurance .In addition , you will be provided with the breadth of technical work and support to enable you to advance to partnership.
An exciting opportunity has arisen with this Big 4 practice for an accomplished corporate tax specialist to join their thriving team.
The position will involve advising a range of large and complex UK and multinational publicly traded groups, private equity backed businesses, and utilities groups across the spectrum of tax issues that impact their business, including advising on strategic business expansion, deal activity, financing, profit repatriation, navigating the evolving UK and international tax landscape, and managing domestic compliance.
Your duties and responsibilities will be wide-ranging and include:
*Managing a portfolio of clients and being the main client contact for day to day queries and tax technical matters.
*Training and leading a team of junior staff on large client accounts, as well as contributing to the development of technical knowledge within the wider team.
*Keeping up to date with local and national business and economic issues and discussing the impacts with your portfolio of clients.
*Working closely with Partners and Directors on business development activities to identify opportunities on existing clients and target opportunities on new clients
*Developing a broad range of internal relationships domestically and internationally and working with them to deliver value to our clients.
Ideally, you will be a tax manager (or similar) with another practice and possess strong corporate tax knowledge, experience of advising multi-national groups on a variety of UK tax matters, strong communication skills and experience or a desire to coach more junior staff.
In return, you will be offered the perfect platform to advance your career with excellent technical support, exposure to substantial and challenging clients and genuine prospects for progression.
An exciting temporary /contract role has arisen within this established Top 60 practice for an accomplished personal tax specialist to undertake a 2 month assignment.
You will be responsible for handling a range of personal tax returns , and the portfolio will be tailored to your own skillsets. The clients include a mix of more straightforward tax returns as well as those embracing more complex non-domicile and non-UK residents .
Ideally , you will have several years' experience of handling personal tax returns and possess the inter-personal skills to deal with clients, colleagues and HMRC .
Although the position is notionally until the end of the self-assessment season in late Jan /early February , there is the potential for the role to extend to a permanent role.
The highly regarded, private client team of this progressive, international firm can offer an unparalleled calibre of work and excellent career opportunities to an accomplished assistant tax manager or tax manager to join their thriving tax team.
You will be exposed to a broad range of private client work which will offer exposure to the following areas:
* Non domicile clients
* Trusts
* IHT
* CGT
In addition to managing and reviewing a broad range of compliance work, you will also assist the partners on a range of challenging and interesting planning aspects including advising UK residents foreign domiciled clients and various trust organisations on their position.
Ideally, you will be CTA qualified and currently be an assistant manager or manager (or equivalent) within a private client team.
In return, you will be given the opportunity to advance your career in a leading private client team which can offer exposure to a challenging and wide-ranging client base and will be offered excellent prospects for progression.
An exciting opportunity has arisen within this Top 20 international practice for an accomplished corporate tax specialist to join their tax team at Director level.
Your responsibilities will be wide-ranging and include:
- Providing high quality tax consultancy advice to clients and the firm
- To maximise profitability of existing and potential client work
- To help to develop the corporate tax function in the office
- To generate your own fees by working legal and banking contacts or direct leads
- To also help to develop the private client and trust work offering within the office
- To manage the office tax function.
Ideally, you will possess the ACA/ACCA and /or CTA qualification and possess considerable taxation experience within the profession. In addition to demonstrating strong technical tax skills, you should also possess good management skills and an appetite for practice development.
In return, you will be provided with a genuine route to partnership and you will have the opportunity to join a succession planning scheme in order to achieve this goal.
In addition , you will benefit from working in a collaborative and supportive environment, hybrid working , a competitive salary and benefits package including attractive pension scheme and a genuine work/life balance.
An exciting, new opportunity has arisen within this award winning medium sized firm for an accomplished Director level specialist to spearhead the Research and Development offering within he firm.
Responsible for ensuring the successful delivery of the business plans and reporting to the Head of Corporate Tax, you will leverage off a range of strong corporate clients across a range of sectors and industries. These include OMB's, entrepreneurial companies, larger corporates, multi-national groups, FSA regulated companies and AIM listed Plcs.
Ideally, you will possess knowledge and experience in all aspects of the UK tax regime for R and D tax relief and will also have gained a sound grasp of other business tax matters to both ensure clients are tax compliant and that any tax planning opportunities are identified.
In addition, you should be a strong team player, be capable of coaching and managing a team and be strong at maintaining and developing client relationships.
In return, you will be offered an unparalleled opportunity to create and develop your own team, to leverage of an impressive and varied client base and to develop your skills and experience with in a supportive and collaborative environment.
An exciting and challenging opportunity has arisen within the thriving tax team of this established and highly innovative practice.
In this extremely diverse role, you will be handling a varied and interesting range of clients which will include a number of entrepreneurs, media and entertainment organisations as well as companies within the property and service sectors. In addition to being responsible for reviewing corporate tax compliance work undertaken by members of the audit and more junior tax team, you will also assist the managers and partners with a range of tax advisory assignments, such as EIS and SEIS projects and company valuations.
Ideally, you will be ACA/ACCA and CTA qualified, although individuals studying towards these qualifications will also be considered. In addition, you should demonstrate strong leadership skills and the ability to build rapport with both clients and colleagues alike.
In return, you will be provided with the opportunity to work in a friendly and meritocratic environment which will enable you to develop your technical ability whilst advancing your career rapidly to Director level.
An exciting opportunity has arisen for an accomplished tax senior to join this burgeoning and highly regarded North London medium sized practice .
The role is extremely varied, and you will be exposed to not only compliance work on both the personal tax and corporate tax side, but also you will be involved in assisting the partner on a number of interesting ad hoc advisory assignments.
Specifically, you will be responsible for:
-Managing a varied portfolio of clients which will include sole traders , partners , trusts and personal tax returns
- preparing corporate tax returns for clients across a broad range of sectors which includes property management companies
, healthcare organisations and a number of service industry clients .
-taking responsibility for the provision of a high quality tax compliance service to a portfolio of clients, ensuring that: all tax payments, and tax returns filings, are dealt with on a timely basis and all appropriate claims and elections are made to minimise tax liabilities.
-Assisting partner in identifying tax planning opportunities and, where appropriate, pursued.
Ideally , you will possess several seasons in personal and /or corporate tax (training can be provided in areas in which you are not so confident ).In addition , ideally you will be qualified or studying for the ATT exams and possess strong written and verbal communication skills to enable you to interact with clients and colleagues alike.
In return , you will be offered an excellent caseload of work which compares favourably with any City or West end practice.In addition ,you will be provided with a full ATT/CTA study package if required and a clear and defined career path which will enable you to progress to manager level and beyond.
An exciting opportunity for an accomplished personal tax specialist has arisen within the well -established tax department of this prestigious and flourishing international firm.
The key elements of the role can be summarised as follows;
*You will be responsible for a range of challenging and interesting clients which includes a number of high net worth individuals, some non-domicile and non Uk resident clients, partnerships as well as some trusts.
*Whilst the role has a focus on compliance work, including some complex cases, you will also deal with some technical advisory work on the portfolio.
*In addition, there will be plenty of client contact including attending client meetings as well as liaising with HMRC.
Ideally, you will be ATT qualified ( at least ) and qualified or studying for the CTA exams. You should be experienced in preparing self-assessment tax returns and also, if possible, possess knowledge in some or all of the following areas; basic private client advisory work, advising on EIS, SEIS and VCT investments and possess a good knowledge of UK residence and domicile rules.
In return, you will be provided with the perfect platform to advance your personal tax career, working on a challenging portfolio and receiving plenty of support. In addition, you will enjoy working in a friendly environment which offers plenty of benefits including hybrid working, attractive pension scheme, study leave if required and a suite of flexible benefits.
The highly regarded, private client team of this progressive, international firm can offer an unparalleled calibre of work and excellent career opportunities to an accomplished personal tax supervisor or tax manager to join their thriving tax team.
You will be exposed to a broad range of private client work which will offer exposure to the following areas:
* Non domicile and non- UK resident clients
* Trusts
* IHT
* CGT
In addition to managing and reviewing a broad range of compliance work, you will also assist the partners on a range of challenging and interesting planning aspects including advising UK residents foreign domiciled clients and various trust organisations on their position.
Ideally, you will be CTA qualified and currently be an assistant manager/supervisor or manager (or equivalent) within a private client team.
In return, you will be given the opportunity to advance your career in a leading private client team which can offer exposure to a challenging and wide-ranging client base and will be offered excellent prospects for progression.
Additionally, you will be offered a competitive salary as well as a range of benefits including attractive pension scheme and free health insurance and life assurance.