Tax

Personal Tax Advisor

£40k - £50k per annum

London

Expiry date:
2022-10-13
Start date:
asap
Job type:
Permanent
Job ID:
BBBH124639

About the role:

An award-winning, independent investment house is looking for a Personal Tax Advisor. An exciting opportunity for a UK personal tax advisor to join our Tax & Trustee Services team, dealing with the UK personal tax affairs of individuals, estates and trusts, in addition to assisting the Firm’s annual reporting requirements. Responsibilities include:

Responsibilities

  • Managing a book of personal tax clients, completing their tax returns, and providing guidance around their tax liabilities and repayments.
  • Setting up and maintaining client records
  • Providing manual calculations on Capital Gains Tax positions
  • Liaising with the in-house investment managers
  • Compiling and analysing statistical data, to aid in the production of departmental reports

The successful candidate will have:

  • A broad understanding of UK personal tax
  • Excellent customer service skills
  • The ability to deal with sensitive situations
  • The ability effectively communicates complex tax topics to clients and colleagues

Benefits & Other Info

  • A competitive salary £40-50k (experience dependant)
  • A generous benefits package,
  • hybrid working.
  • Role is based in Mayfair but have to travel to their Ipswich office occasionally.

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.

Expiry date:
2022-10-13
Start date:
asap
Job Type:
Permanent
Job ID:
BBBH124639

Sounds good?

Does this role sound like the right for for you? Apply using the form and one of the Goodman Masson team members will get back to you as soon as possible. Good luck!

Apply for the role


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