Personal Finance Specialist
6 days ago
Job Summary:
This is an exciting opportunity for a Chartered Tax Adviser to join our team at TPF Recruitment. As a Personal Tax Advisor, you will be responsible for providing expert advice to clients on personal tax matters, including Inheritance Tax, Non-Resident/Non-Domicile issues, and Tax Efficient Remuneration Planning.
Key Responsibilities:
- Conduct initial client meetings to discuss their tax needs and provide tailored advice throughout the process.
- Research tax issues and solutions to provide expert advice to clients.
- Manage a small portfolio of tax returns from client requests to submissions.
- Review the work of junior team members and identify opportunities for growth and development.
- Identify and promote new tax advisory opportunities for existing and new clients.
Requirements:
- CTA qualified with experience advising on personal tax matters.
- Personable and 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.
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