Tax Consultant

3 months ago

Exeter, United Kingdom The Fry Group Full time

The Fry Group are looking to bring on board a Tax Consultant to work closely with our Exeter based Tax Managers and support the growing team. You will be joining The Fry Group at an exciting time. We have just been acquired by The Progeny Group - the first and only UK firm to bring together independent financial planning, investment management, tax, property, HR, and legal counsel all in one place.

**About the role**

The taxation team is growing to support the thriving financial planning business, both in the UK and overseas. 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 compliance allocation, working with tax managers across our busy tax team. Many of those clients will also be the clients of our financial planning arm and the excellent client service you provide will help to support and nurture that relationship. In supporting a financial planning team, we see a wide variety of income sources and assets, that fall within personal taxation. This role will be varied and is away from the norm of a tax team within an accountancy practise. 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**

The role is based at our Exeter office however, we are prepared to consider other locations. Therefore, this role could be based in our other offices in Worthing, London, or Cheltenham.

We currently operate an agile working policy providing flexibility in terms of office hours and homeworking. This role is full-time (36.25 hours per week) but we are happy to talk flexible working

**Benefits**
- 30 days holiday, plus bank holidays
- Christmas holiday
- Birthday holiday
- Pension scheme contribution
- Permanent health insurance
- Life insurance
- Agile working
- Family friendly benefit enhancements

**About the Company**

Our core purpose is to help people achieve financial freedom. From eight offices across the world, our award-winning team of experts help thousands of people with all aspects of tax, estate and financial planning from the completion of UK annual Tax Returns and the setting up of a valid UK Will to dealing with complex tax mitigation structures and designing a range of investment portfolios.

In 2021, we were delighted to be placed 5th in FT Adviser’s Top 100 Financial Advisers - a significant accolade that we are extremely proud of. In 2020, we were announced as winners in the International Adviser Best Practice Awards, achieving Overall Global Best Adviser, Best Adviser by Region in Europe, Excellence in Business Strategy in the UK and Excellence in Marketing in South East Asia.

These achievements reflect the quality of advice and professionalism of our team, who work exceptionally hard to establish successful and trusted long-term client relationships based on our core values.

The Fry Group is 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 service 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.

Our recruitment process will consist of:

- First stage - general experience / values interview
- Second stage - technical interview

To recruitment agencies: The Fry Group 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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