Financial Expert Advisor

2 days ago


Bexleyheath, Greater London, United Kingdom The Portfolio Group Full time
The Portfolio Group seeks a skilled Tax Consultant to join their esteemed team. This role involves working with various accountancy firms, providing expert written tax consultancy as part of our dedicated VIP unit.

This position requires the ability to provide expert advice on complex tax matters, including reorganizations, inheritance tax (IHT), capital gains tax (CGT), and more. You will deliver prompt responses to tax consultancy requests via detailed written reports and engage with clients to understand their unique needs. Comprehensive records of all interactions must be maintained within our online portal system.

A key aspect of this role is collaboration with colleagues to offer reviews, second opinions, and best practices. Staying updated on tax legislation and industry developments is essential for success in this position.

The salary for this position is approximately £60,000 - £80,000 per annum, depending on experience. Benefits include access to Continuing Professional Development (CPD) and professional qualifications, a contributory pension scheme, healthcare plan, profit sharing, employee assistance program, and generous leave policy.
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