Personal Finance Specialist

6 days ago


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

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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