Senior Personal Tax Advisor

4 days ago

Redditch, Worcestershire, United Kingdom Regal Executive Search Full time

Personal Tax Associate Role

Regal Executive Search is seeking an experienced Personal Tax Associate to provide advisory services to a wide range of high and ultra-high net worth clients. The ideal candidate will have a strong background in personal tax and be able to provide expertise in a variety of areas, including tax compliance and advisory services.

The Role

The Personal Tax Associate will work closely with Directors/Principals/Partners to provide assistance with tax compliance matters and advisory services for clients. This will include reviewing work prepared by junior staff, liaising with HMRC, and managing client portfolios.

Key Responsibilities

  1. Day-to-day tax compliance for clients and related advisory matters
  2. Review of work prepared by junior staff
  3. Liaison with HMRC
  4. Management of client portfolios
  5. Identification of risk and technical matters
  6. Ensuring adherence to quality control procedures
  7. Participation in bids/proposals for new work

Requirements

  1. At least 2 years of experience in personal tax
  2. Maintained up-to-date knowledge of personal tax
  3. Ability to manage a small client portfolio
  4. Educated to degree level, and/or CTA qualified
  5. Demonstrable post-qualified experience

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