Tax Specialist
3 weeks ago
Our client, an ambitious & well-established Wealth & Investment Management firm are looking to appoint a Tax Specialist.
The role will see you providing a range of tax advice to clients, whilst supporting the Tax Director with client management, identifying tax advisory opportunities and supporting the on-going development of the team.
Key Responsibilities:
- Manage a portfolio of personal tax clients, ensuring compliance with all tax regulations.
- Prepare and submit accurate tax returns, including income tax, capital gains tax, and inheritance tax.
- Provide expert tax advice to clients, identifying planning opportunities and mitigating potential tax risks.
- Work closely with clients to understand their financial circumstances and provide tailored solutions.
- Collaborate with colleagues across the business to ensure seamless client service.
- Maintain strong working relationships with clients, colleagues, and external stakeholders.
- Contribute to the development of the tax team through knowledge sharing and mentoring.
The ideal candidate will have a proven track record in personal tax compliance and advisory. You will have strong technical knowledge of UK tax; possessing excellent communication and interpersonal skills with an ability to work independently and as part of a team; and experience in managing client relationships and expectations.
This is an exciting opportunity with a clear career progression pathway.
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Tax Specialist
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