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Tax Executive
4 months ago
Due to expansion in the private client taxation team, we are now looking to recruit a Tax Executive. You will be joining The Fry Group at an exciting time where active steps are being taken to pursue our core values of excellence, passion, one team and delighting clients.
**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. The incoming executive will manage their own allocated client base, both from a reviewing and preparing capacity. There will also be the opportunity to work with senior members of the team to deliver advisory work. This will often involve residence and remittance basis queries, as The Fry Group offer financial planning assistance to UK expats worldwide from their 8 offices around the globe.
**About the role holder**
As a key member of the team a strong personal tax technical knowledge will be required, as well as excellent communication and personal management skills. This is a client facing role and there may be a requirement to support more junior members of the team with compliance work and basic taxation.
**Essential Criteria**
- ATT Qualified (fully or part)
- 3 Years’ experience of personal taxation
- Strong personnel management skills
- Excellent Microsoft word and advanced excel
- Experience with Microsoft Teams/Video Calls
- Proven experience in maintaining client relationships
- Excellent analytical and time management skills with attention to detail
**Location**
The role is based at our Head Office in Worthing, West Sussex. We also have an office in London which we would consider as a base location for the right applicant. 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
- Short online behavioural assessment
- Screening Interview (via Teams or face to face)
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.
