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Mason and Dale pleased to be recruiting a fantastic Tax Advisory role.
Ready to take your tax career to the next level? Join our vibrant and fast-paced Tax Team as a Tax Adviser! This is an amazing opportunity for an ambitious, qualified tax professional to make an impact from day one.
As a Tax Adviser, you'll manage a diverse portfolio of personal tax clients, provide expert advisory and compliance services, and collaborate closely with our Financial Advisers. Your role will include:
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Delivering top-notch client service by building and maintaining strong client relationships.
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Creating personalised tax strategies and planning financial futures.
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Supporting our Financial Adviser Team with tax planning for mutual clients.
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Preparing and submitting individual returns by tax deadlines.
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Advising on tax-efficient remuneration strategies, share schemes, and exit strategies.
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Handling estate planning, tax residence, domicile matters, and HMRC enquiries.
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Coaching and mentoring junior team members, leading training sessions, and providing feedback.
Key qualifications:
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Private client tax experience in professional services or industry.
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CTA qualification desireable but not essentional
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Exceptional organisational and communication skills.
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Experience managing your own portfolio of clients.
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Ability to plan workload, delegate effectively, and meet deadlines.
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Excellent written communication and interpersonal skills.
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Team player who can support junior colleagues and collaborate with Financial Advisers and Tax Advisers.
If you’re ready to make a significant impact and grow with us, apply now to be part of our close-knit team and deliver a proactive, holistic service to our clients!
