Personal Tax Advisor
Meet Our Recruiter
About the Role
Opportunity in a Leading International firm.
This firm seeks a Personal Tax Advisor to join them. They are offering both full-time and part-time positions with flexible hybrid working arrangements.
This role presents a unique chance to work with an unrivalled client base of ultra-high-net-worth individuals, families, and entrepreneurs. The main function of this role is to provide bespoke tax advice and planning services, ensuring compliance and optimising tax efficiency for clients. The responsibilities also include preparing and reviewing complex tax returns, advising on inheritance tax planning, and managing relationships with clients to deliver exceptional service. This firm prides itself on a high-performance culture within a modern, progressive environment.
KEY DUTIES:
- Providing tailored tax advice and planning services to ultra-high-net-worth clients
- Preparing and reviewing complex personal tax returns
- Advising on inheritance tax planning and wealth preservation strategies
- Managing client relationships and delivering outstanding service
- Conducting technical research and staying updated on tax legislation changes
- Collaborating with other departments to provide holistic financial advice
QUALIFICATIONS:
- Professional qualification in tax (ATT/CTA or equivalent)
- Extensive experience in personal tax advisory roles
- Strong technical knowledge of UK tax legislation
- Excellent communication and interpersonal skills
- Proven ability to manage high-profile client relationships