Private Client Tax Advisor

7 days ago


Chelmsford, Essex, United Kingdom Rutherford Briant Full time

Rutherford Briant's Private Client Department in Chelmsford is seeking an experienced Private Client Tax Advisor to join their team as an Apprentice Tax Administrator. This exciting opportunity allows you to work directly with Partners in providing tax advisory and compliance services to a diverse client base.

About the Role

You will be responsible for assisting Partners with complex tax planning, providing trust advice and compliance, and supporting fee earners with tax-related matters. To succeed in this role, you should possess strong analytical skills, attention to detail, and excellent communication abilities.

Responsibilities
  • Estate planning, including Inheritance Tax (IHT) and Capital Gains Tax (CGT).
  • Providing trust advice and compliance, encompassing tax returns, IHT forms, CGT guidance, Settlement Property Disposal Tax (SLDT) advice, estate taxation, and declaration of Trusts.
  • Collaborating with Partners on intricate tax planning initiatives.
Essential Qualifications and Skills
  • Attained ATT qualification.
  • Prior experience within a personal tax role.
  • A solid grasp of IHT and trusts is beneficial.
  • A flexible, adaptable, and positive mindset.
Perks and Benefits
  • Flexibility in working arrangements (min. 2 days in the office).
  • Four times your annual salary paid into Life Assurance.
  • Income protection.
  • Free parking.
  • Twenty-five days' holiday plus Bank Holidays.
  • Health cash plan.
  • Discounted gym membership.
  • Monthly staff lottery.
  • EAP.

We offer a competitive salary of £42,000 per annum, based on your level of experience.



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