Personal Tax Advisor – Investment Management Firm (In-house)

An exciting opportunity for a personal tax advisor to join a fantastic in house tax team. The firm is an award winning and modern investment management house that focuses on quality stakeholder relationships, culture and work life balance.

The role:

• Provide technical support to Investment Managers and Wealth Planners
• Keep up to date with tax legislative changes and sharing with the wider business
• Timely completion and submission of tax returns
• Calculations for CGT, providing advice on tax liabilities/ payments
• Provide advice on tax affairs

Qualifications:

ATT (desirable but not essential)

Understanding of UK personal tax

In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.