Hours: Full time
Contract: Permanent
Salary: £55,000 permanent
Location: London, EC3V 9BQ
Our ValuesClients always come firstWe are results focusedWe do what we say we are going to doWe build meaningful relationshipsWe are recruiting a Tax Adviser to join our fast paced and close-knit Tax Team.
This is a great opportunity for an ambitious, qualified tax adviser to join our dynamic tax department. You will play a key role from day one, acting as the main point of contact for your portfolio of clients and support to the Financial Adviser Team. The Tax team sits beside our team of Financial Advisers which gives you a unique opportunity to collaborate and build relationships with colleagues from various teams to deliver a proactive, holistic and bespoke service to our clients.
As a Tax Adviser, you will have responsibility for a portfolio of varied personal tax clients, working on Tax advisory and compliance services.
This will involve: - Delivering excellent client service by establishing and maintaining client relationships.
- Liaising with clients and financial advisers proactively on advisory matters. Meeting deadlines and responding to client needs.
- Creating tax strategies for personal clients and planning their financial futures.
- Providing support to the financial advisory team with Tax planning with mutual clients.
- Preparing and submitting individual returns by Tax filing deadlines.
- Carrying out detailed computations to calculate tax liability and advising on how to minimise a client's liability
- Preparation of advisory tax planning reports
- Preparing share pools and supporting reports to advise on clients capital gains tax positions.
- Estate planning and advising on tax residence and domicile matters;
- Review HMRC correspondence of compliance and advisory nature. Manage HMRC enquiries.
- Delegate tasks and review work from junior team members.
- Attend and lead some internal training sessions.
- Act as coach and support for junior team members.
- Appraise and provide feedback for junior team members.
- Engage in personal business development activities and support business development
- Involvement in some departmental administrative tasks.
- Maintain technical knowledge.
QualificationsKey Skills and Experience
- Private client tax experience gained within the professional services and or industry.
- Technically capable tax adviser who is able to assist in complex client work.
- Exemplary organisational and communication skills.
- Appetite to grow business development skills.
Professional Qualifications and Education - Relevant professional qualifications CTA
Key Competencies and experience - Experience managing your own portfolio of clients.
- Providing clear proactive advice and actively meeting deadlines and responding to clients needs.
- Must be able to plan workload in order to prioritise to meet conflicting deadlines and cope with pressure. Must be able to instruct others, delegate appropriately and control delegated work efficiently.
- Excellent written communication skills and interpersonal skills to liaise effectively with clients and financial advisers.
- Youll be a key person in a close-knit team
- Willingness to learn with a keen desire to be involved in new challenges and share knowledge and experience.
Remuneration and Benefits: - Competitive Salary with annual salary reviews after 1 year of service
- 24/7 GP App
- Cycle & Tech/Home Schemes
- Company-issued Tech
- Enhanced Pension after the qualifying period
- PMI with Vitality after a qualifying period
- Cash plan with BUPA after the qualifying period
- Ad-hoc incentives
- Birthday Lie in
- SJP ISA
- Perkbox
- Wagestream
- Annual Charity Volunteer Day
- Family Friendly Benefits
- Gym and active discounts
Because of the changing nature of our business, your job description will inevitably change. From time to time, you will be required to undertake other activities of a similar nature that fall within your capabilities as directed by management.
Applying for this role confirms that you have the right to work in the UK.If you require any reasonable adjustments, please let a member of staff know.Please note, FLM will conduct a standard Financial and Identity check on any candidate who is offered a role within the company.You may also have experience in the following roles: Personal Tax Adviser, Private Client Tax Specialist, Tax Consultant, Tax Planning Specialist, Financial Planner, Chartered Tax Adviser (CTA), Tax Compliance Manager, Financial Adviser Support, HMRC Liaison Specialist, Estate Planning Adviser, Capital Gains Tax Consultant, Residence & Domicile Tax Adviser, Tax Advisory Manager, Tax Reporting Specialist, Tax Analyst, Tax Manager, Wealth Management Adviser, Financial Services Tax Specialist, Compliance & Advisory Consultant, Corporate Tax Planner, etc.
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