Personal Tax Advisor

2 days ago

Kingston upon Thames, Greater London, United Kingdom TPF Recruitment Full time
Job Title: Personal Tax Advisor

Job Summary:

We are seeking an experienced Personal Tax Advisor to join our team at TPF Recruitment. As a Personal Tax Advisor, you will be responsible for providing expert tax advice to clients, managing a portfolio of tax returns, and identifying new tax advisory opportunities.

Key Responsibilities:

  • Conduct initial client meetings to discuss tax needs and provide tailored advice
  • Research tax issues and solutions to deliver high-quality advice to clients
  • Manage a small portfolio of tax returns from client requests to submissions
  • Review work of junior team members and provide guidance and support
  • Identify and promote new tax advisory opportunities for existing and new clients

Requirements:

  • CTA qualified with experience advising on Personal Tax matters
  • Personable yet professional communication skills with clients
  • Highly organized with excellent time management abilities
  • Ability to meet deadlines and monitor performance targets
  • Evidence of prior tax advisory experience may be requested

Benefits:

  • Generous local salary with bonus scheme
  • Part-time hours ranging up to full-time if required
  • Excellent opportunity to build a varied portfolio of client advisory work

About the Role:

This is an excellent opportunity for a Personal Tax Advisor to join a leading provider of accountancy practice opportunities across the SouthEast. As a Personal Tax Advisor, you will have the opportunity to work with a diverse range of clients, including individuals, sole traders, partnerships, and small limited companies.

What We Offer:

At TPF Recruitment, we offer a supportive and collaborative working environment, with opportunities for professional development and growth. We are committed to providing our clients with exceptional service and expertise, and we are looking for a Personal Tax Advisor who shares our values and commitment to excellence.

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