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Private Client Tax Advisor

Blusource
Posted a day ago, valid for 10 days
Location

Lincoln, Lincolnshire LN4 2DZ, England

Contract type

Full Time

Health Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An excellent job opportunity has arisen for a Private Client Tax Advisor (Personal tax) at a leading firm of accountants, offering a competitive salary in-line with market rates.
  • The role is flexible in terms of office location, with hybrid working options available for candidates commuting from various locations including Lincoln, Spalding, and Peterborough.
  • Candidates with a corporate tax background are also considered, and the firm welcomes applications from part-qualified individuals upwards.
  • The position requires 2 to 3 years of experience, focusing on delivering taxation advice and supporting clients in achieving their goals through tax planning.
  • Benefits include free parking, strong pension contributions, health insurance, and up to 27 days of holiday, making this opportunity highly attractive.

An excellent job opportunity has arisen for a Private Client Tax Advisor (Personal tax) for a leading firm of accountants. The role is flexible on office location, so anyone living within a commute of these locations is encouraged to apply (the firm offer hybrid / home working on a few days per week too) Lincoln, Spalding, Peterborough, Boston, Kings Lynn, Grantham, Sleaford, Newark, Stamford, and many other locations.

The firm are also considering candidates with a corporate tax background and will consider anything from part-qualified upwards, so please do get in touch for more details of that job opportunity. 

With 2 to 3 days of hybrid working on offer, great benefits, and career progression, this job is not to be missed! Perfect for those who also no longer want a January Tax Deadline due to it’s advisory focus!

Benefits:

  • Competitive salary in-line with market rate
  • Hybrid and flexible working hours
  • Free parking at offices
  • Strong pension contributions
  • Health Insurance
  • Sick pay
  • Cycle to work schemes
  • 22 days holiday Bank Holidays, rising to 27 days Bank Holidays
  • Death in Service
  • Online fitness classes
  • Buy or sell annual leave
  • Talent referral bonuses
  • Subsidised private medical insurance
  • Wellbeing support
  • Study leave
  • Electric vehicle salary sacrifice scheme
  • And More!

This role will provide taxation advice to clients, while supporting in the delivery of work. You will ensure compliance and quality standards are always maintained, client needs are identified, providing proactive support and advice.

This is an ideal role for someone who would like to be more involved with helping clients achieve their goals through tax planning and analysis. Prior experience in these types of planning is not necessary, the key attributes we are looking for are willingness to learn and a desire to help clients find the best solutions for them. The advice you could expect to be involved includes the following: -

  • Inheritance tax planning
  • Remuneration planning
  • Incorporation of businesses
  • Capital allowance reviews
  • Capital Gains tax advice
  • International tax planning

Your responsibilities:

  • Delivering all elements of a tax project, tax advice with supervision (review) by your manager or director
  • Training assistant team members
  • Managing your workflow and client expectations
  • Developing working relationships with clients
  • Identifying areas of risk and viable opportunities for both current clients and potential clients
  • Where appropriate, initiating and taking an active role in business development

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.