Personal Tax Advisor
Position Title: Personal Tax Adviser Employer: A Chartered Accountants Firm Employment Type: Part-time with flexible working hours available (Full-time may be considered) Practice Summary: This accountancy practice boasts an excellent reputation for client care and commercial insight. The practice provides a range of accountancy, tax, and financial consulting services to a diverse client base, including individuals, sole traders, partnerships, and small limited companies, with a focus on growth businesses and entrepreneurs. The team is known for its dedicated, supportive working and training environment, offering opportunities to work with a variety of private clients and high-net-worth individuals. Purpose of the Role: This position is ideal for an experienced Chartered Tax Adviser who enjoys providing advice in their areas of expertise. The successful candidate will have ample opportunities to deliver advisory work and develop their own advisory portfolio. While the role includes managing a modest Private Client compliance portfolio, the primary responsibility will be providing ad hoc advice in specialised areas. These areas may include Inheritance Tax (IHT), Non-Resident/Non-Domicile issues, Tax Efficient Remuneration Planning and Structuring, Corporation Tax, Research & Development, Enterprise Investment Scheme (EIS), Trusts, Capital Gains Tax, or other areas of interest. The role also offers the chance to explore new areas of expertise with appropriate support. Principal Duties: Conduct initial client meetings to discuss needsDeliver tailored advice to clients throughout the entire processResearch tax issues and solutionsManage a small portfolio of tax returns, from client requests to submissionsReview work of junior team membersIdentify and promote new tax advisory opportunities for existing and new clients Requirements Role Requirements: CTA qualified with experience advising on Personal Tax mattersPersonable yet professional communication skills with clientsHighly organised with excellent time management abilitiesAbility to meet deadlines and monitor performance targetsEvidence of prior tax advisory experience may be requested Benefits Generous local salary with bonus schemePart-time hours, ranging up the full-time if requiredExcellent opportunity to build a varied portfolio of client advisory work Applications for this role will be received by Kourtney Luckett, . For more information, please reach out for a confidential conversation. TPF Recruitment are the leading provider of accountancy practice opportunities across the South-East so if this role doesn't quite tick the boxes, reach out to see what else we are recruiting for.
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