Tax & Trust Consultant

2 weeks ago


London, United Kingdom The Fry Group Full time

**About the role**

We are looking to bring on board a Personal Tax and Trust Consultant to work closely with a range of Tax Managers and support our growing team. The team currently undertakes high end income and capital tax planning work and compliance for HNWI, internationally mobile individuals and Trusts. You will be trusted with your own client allocation, split between private clients, Trust and Estate work, working with Tax Managers across our busy team. Many of those clients will also be the clients of our financial planning arm and/or of our Law team, and the excellent client service you provide will help to support and nurture that relationship. This role is varied and is a great opportunity for someone looking to move into a Wealth management setting or take the next step in their career.

Work will include, but will not be limited to:

- Completion of personal, Trust and Estate Self-Assessment returns
- Inheritance Tax reporting on Trust principal and exit charges
- Estate income tax and CGT
- CGT calculations on sales and appointments from Trusts, as part of planning and advisory work
- General CGT advisory work

Previous experience in Trust taxation is ideal however not a requirement. Support towards CTA will be provided, if desired.

**Essential Criteria**
- ATT Qualified and be maintaining your CPD
- Competent in managing your own portfolio of clients
- CCH experience (preferable)
- Excellent Microsoft word and excel skills
- Keen to work within a large supportive team
- Excellent analytical and time management skills with attention to detail

**Location**

We are flexible on location and therefore, this role could be based in one of our UK offices in Leeds, London, Worthing, or Exeter. We operate hybrid working which enables home and office working. This role is full time, but we are happy to talk flexible working.

**Benefits**
- 30 days holiday plus public holidays
- Wellbeing day
- Birthday holiday
- Volunteering day
- Private medical insurance, 24/7 digital GP and health advice
- Employee assistance programme providing support for your mental and physical health
- Group pension scheme
- Life assurance scheme
- Financial wellbeing guidance
- Eyecare vouchers
- Family leave
- Hybrid working
- Referral scheme

**About the Company**

In 2023, The Fry Group was acquired by The Progeny Group.

We create, enhance, and preserve wealth. The Progeny Group is the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services.

We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.

At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities including Zarach and we have recently achieved the globally recognised B-Corp certification.

In 2022, we continued to onboard new team members and made 85 hires, resulting in an overall growth of 42%. We are the proud winners of the Yorkshire Financial Awards 2023 Best Employer award for the second year running.

Progeny is also a signatory of the HM Treasury Women in Finance Charter demonstrating our commitment to playing our part in building a more balanced and fair financial services industry. We pledge to promote gender diversity in the workplace and to supporting women’s progression into senior roles.

**About our recruitment process**

In the first instance, please submit a CV and answer the screening questions. The recruitment process will consist of:

- a general experience interview
- a technical interview

**To recruitment agencies**: We will not accept unsolicited or speculative CVs and will not be responsible for any fees related to such introductions. We respectfully ask that agencies do not contact us in regard to vacancies advertised on our careers page.



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