Back to searchJob Title: Tax Planning & Financial Advisor Salary: Market RateLocation: Bury St Edmunds Job Ref: 36843The FirmOur client has been providing legal services since 1893 and offers a broad range of advice to individuals and companies, both nationally and internationally. The firm is consistently ranked highly for providing excellent client service in both the Legal 500 and Chambers legal directories. They pride themselves on offering practical advice from expert legal professionals and working in partnership with clients to become their legal provider of choice.The RoleThe role involves providing tax planning and financial advisory services to equity holders operating through a number of both limited companies and sole trader business structures. The successful candidate will work closely with the firm’s partner entities and Accounts Manager in providing legitimate and effective tax management strategies tailored to individual requirements and circumstances.- Corporation tax planning for corporate entities operated by equity holders and the ongoing monitoring of the touchpoints between those entities and the underlying partnership business.- Advising on a variety of tax mitigation strategies that may be available to the companies, overseeing director loan account balances, and advising on the timing of dividend declarations for those entities.- Preparation and submission of personal tax returns for the individual and corporate partners. This will include regular liaison with the partners and the provision of tailored personal tax advice as to their business interests throughout the fiscal year.- Acting as a matter specialist for a range of tax-related issues that can affect the partnership and related entities, including partnership taxation, CGT, PAYE, and VAT, amongst others.- The role is new and will require the candidate to establish certain infrastructure support. This includes setting up HMRC agent authorisation and implementing suitable taxation software to meet the role’s requirements.Knowledge and Skills- Ideally ACA, ACCA, CTA qualified accountant interested in providing in-house services to a professional services business.- 5+ years’ experience in providing personal and corporate tax services, ideally gained from working with owner-managed businesses and complex business structures.- A good knowledge of partnership accounting, ideally derived from experience with professional services partnerships.- Experience in implementing and using tax-related software packages and the digital submission of returns to HMRC.Benefits- 25 days holiday plus Bank Holidays - Hybrid working - Personal pension scheme – matched up to 6% - Group life assurance - Support and funding for further professional qualifications - Employee assistance programme - In-house health & wellbeing sessions - Car parking - Private medical coverContact Person: Shabir Jiza  Contact Email:   Contact Phone:   IMPORTANT: PLEASE CHECK YOUR EMAIL (INCLUDING SPAM FOLDER) FOR CONFIRMATION THAT YOUR APPLICATION HAS BEEN RECEIVED.In accordance with [The Conduct of Employment Agencies and Employment Businesses Regulations 2003, Regulation 19](https://uksi/2003/3319/regulation/19/made).
Tax Specialist
Law Staff Limited
Posted 25 days ago, valid for 6 days
Bury St. Edmunds, Suffolk IP28 6LD
£30,000 - £36,000 per annum
Full Time
Retirement Plan
Life Insurance
Employee Assistance
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Sonic Summary
- The position of Tax Planning & Financial Advisor is available in Bury St Edmunds with a salary at market rate.
- The successful candidate should have a minimum of 5 years of experience in providing personal and corporate tax services, preferably with owner-managed businesses.
- Key responsibilities include advising on tax mitigation strategies, preparing personal tax returns, and acting as a specialist for various tax-related issues.
- Candidates should ideally be ACA, ACCA, or CTA qualified and have experience with partnership accounting and tax-related software.
- Benefits of the role include 25 days of holiday, hybrid working, a matched pension scheme, and support for further professional qualifications.