Tax Advisory Specialist

1 month ago


Poole, Poole, United Kingdom lhh recruitment Full time

As a highly skilled Tax Advisory Specialist within our esteemed Tax Department, you will play a pivotal role in the growth and success of our clients. With a focus on Inheritance Tax (IHT) planning and compliance, you will have the opportunity to fast-track your professional development and maximize your earning potential.

Key Responsibilities:

  1. Manage a diverse portfolio of cases for trusts and high-net-worth individuals, providing expert tax advice on IHT planning, residency, and domicile.

  2. Meet with clients to provide tailored tax planning advice, including Capital Gains Tax (CGT) guidance for UK and non-UK residents.

  3. Review and mentor junior staff members to ensure their work meets the highest professional standards.

  4. Deliver exceptional compliance services, including tax return preparation, and promote firm-wide services, particularly financial planning.

  5. Collect and maintain accurate client data, address inquiries, and liaise with HMRC and other professional firms to ensure seamless client service.

  6. Identify opportunities for referrals and new business growth.

Requirements:

  1. Prior experience in private client/personal tax advisory and compliance roles is essential.

  2. ATT or CTA qualification (or equivalent) or nearing completion is required.

  3. Up-to-date technical knowledge and an understanding of compliance standards are crucial.

  4. Excellent organizational and time management skills are necessary.

  5. A strong ability to build rapport quickly with clients and maintain these relationships is vital.

Bonus: A working knowledge of offshore trusts would be highly desirable.

We estimate the salary for this role to be £70,000 - £90,000 per annum, depending on experience and qualifications. If you are a motivated and experienced Tax Advisory Specialist looking to take your career to the next level, we encourage you to apply.


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