Salary : 55,000 - 65,000 per annum Hours : 40 hours per week Location : London, EC3V 9BQ Contract : Permanent Remuneration and Benefits: Competitive Salary with annual salary reviews after 1 year of service 24/7 GP App Cycle & Tech/Home Schemes Company-issued Tech Enhanced Pension after the qualifying period PMI with Vitality after a qualifying period Cash plan with BUPA after the qualifying period Ad-hoc incentives Birthday Lie in SJP ISA Perkbox Wagestream Annual Charity Volunteer Day Family Friendly Benefits Gym and active discounts Our Values Clients always come first We are results focused We do what we say we are going to do We build meaningful relationships We are recruiting a Tax Adviser to join our fast paced and close-knit Tax Team. This is a great opportunity for an ambitious, qualified tax adviser to join our dynamic tax department. You will play a key role from day one, acting as the main point of contact for your portfolio of clients and support to the Financial Adviser Team. The Tax team sits beside our team of Financial Advisers which gives you a unique opportunity to collaborate and build relationships with colleagues from various teams to deliver a proactive, holistic and bespoke service to our clients. Job Role As a Tax Adviser, you will have responsibility for a portfolio of varied personal tax clients, working on Tax advisory and compliance services. This will involve: Client Work: Delivering excellent client service by establishing and maintaining client relationships. Creating tax strategies for personal clients and planning their financial futures. Providing support to the financial advisory team with Tax planning with mutual clients. Preparing and submitting individual returns by Tax filing deadlines. Carrying out detailed computations to calculate tax liability and advising on how to minimise a client's liability Preparation of advisory tax planning reports Preparing share pools and supporting reports to advise on clients capital gains tax positions. Advising on and implementing remuneration strategies, tax efficient share and option schemes and exit strategies. Estate planning and advising on tax residence and domicile matters; Review HMRC correspondence of compliance and advisory nature. Manage HMRC enquiries. Delegate tasks and review work from junior team members. raining and Development Attend and lead some internal training sessions. Act as coach and support for junior team members. Appraise and provide feedback for junior team members. Engage in personal business development activities and support business development activities of the team. Compliance Ensure relevant client deadlines are met. Ensure procedures are adhered to. Involvement in some departmental administrative tasks. Maintain technical knowledge. Youll need to be able to interpret changing tax legislation to spot potential problems and provide solutions. Qualifications Key Skills and Experience Ideally, VTA Qualified Tax Advisor private client tax experience gained within the professional services and or industry. Technically capable tax adviser who is able to assist in complex client work. Exemplary organisational and communication skills. Appetite to grow business development skills. Professional Qualifications and Education Relevant professional qualifications CTA Key Competencies and experience Experience managing your own portfolio of clients. Client focused: Providing clear proactive advice and actively meeting deadlines and responding to clients needs. Planning and Organisation: must be able to plan workload in order to prioritise to meet conflicting deadlines and cope with pressure. Must be able to instruct others, delegate appropriately and control delegated work efficiently. Excellent written communication skills and interpersonal skills to liaise effectively with clients and financial advisers. Team Player Youll be a key person in a close-knit team. Offering support to both junior colleagues, other tax advisers and the financial advisers to work together to support our clients. Because of the changing nature of our business, your job description will inevitably change. From time to time, you will be required to undertake other activities of a similar nature that fall within your capabilities as directed by management. Applying for this role confirms that you have the right to work in the UK. If you require any reasonable adjustments, please let a member of staff know. Please note, FLM will conduct a standard Financial and Identity check on any candidate who is offered a role within the company. You may also have experience in the following roles: Tax Adviser, Personal Tax Adviser, Tax Consultant, Tax Specialist, Private Client Tax Consultant, Senior Tax Adviser, Tax Manager, Financial Tax Adviser, Tax Compliance Manager, Tax Planning Consultant, Corporate Tax Adviser, Senior Tax Consultant, Tax Associate, Chartered Tax Adviser (CTA), Tax Accountant, Financial Planner Tax Specialist, Wealth Tax Adviser, Personal Finance Tax Consultant, Capital Gains Tax Specialist, Estate Planning Tax Adviser, HMRC Tax Consultant, Compliance Tax Manager, Inheritance Tax Adviser, Taxation Analyst, etc. REF-219 733 TPBN1_UKTJ
Job Title
Tax Advisor