Private Client Tax Senior Associate

4 weeks ago

London, United Kingdom Fusion Recruitment Full time

Due to extensive growth and multiple acquisitions, this Firm are looking to recruit a Senior Tax Advisor to join their experienced team within their Head office (North London). The group has several subsidiaries ranging from Tax, Accounting, Legal, Financial Services and Executive Recruitment. To assist the Tax Practice which comprises of UK private client service provision to a number of clients around the globe. The business is geared towards providing Taxation services to a broad range of clients including expats, non UK residents and to support High Net Worth clients, Entrepreneurs and Trusts through the life cycle of their business. They are looking for a Tax Advisor who is CTA qualified. Providing beginning to end private/personal client tax advice
Producing written tax advice
Speaking with clients and prospects (over the phone) and answering queries
Ensuring the delivery of a high-quality personal tax service to clients
Preparation of written private client tax advice in report format to clients
Managing client relation relationships and expectations, which would involve monitoring of IRIS on a weekly basis to ensure a number of issues and deadlines are being met
Assisting with update of our internal CRMs and client's sales
Assisting with update of our internal CRMs and client portals of new enquires
Strong tax technical and practical expertise within the private client tax arena with demonstrable broad experience of the tax affairs of non-domiciled individuals, entrepreneurs, and landlords
Aptitude for research and the ability to prepare complex written advice/calculations Strong communication skills, be it face to face, email or in writing, and have emotional intelligence in dealing with sensitive matters e.Some experience in identifying opportunities for business development on tax clients and across other service lines would be advantageous
Strong IT skills with Microsoft - notably Excel
Competitive Salary + Additional Benefits
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