Personal Tax Advisor Part-Qualified

As a Personal Tax Advisor, you will primarily focus on providing tax services to a diverse portfolio of clients. The role requires a strong understanding of tax legislation, excellent communication skills, and the ability to deliver high-quality client service.

Client Details

This is a well-established firm in the professional services sector, boasting a sizeable team dedicated to delivering top-notch services across a variety of industries. With a significant client base across South Wales, this organisation is known for its expertise and commitment to client satisfaction.

Description

• Provide tax advisory services to a diverse client portfolio.
• Prepare and review personal tax returns.
• Identify tax planning opportunities for clients.
• Keep up to date with changes in tax legislation and advise clients accordingly.
• Assist in the preparation of tax reports and documents.
• Collaborate with team members to deliver high-quality client service.
• Manage client relationships and liaise directly with clients on tax matters.
• Participate in business development activities within the tax department.

Profile

A successful Personal Tax Advisor should have:

• A part-qualified status in a relevant professional tax or accounting qualification.
• Experience in personal tax within a professional services setting.
• Understanding of UK tax legislation.
• Excellent communication and relationship management skills.
• Strong commitment to delivering high-quality client service.

Job Offer

• A competitive annual salary of £25,000-£35,000.
• Study support to complete your professional qualification.
• A friendly and supportive work environment in Cardiff.
• Opportunities for career progression within the tax department.

We encourage all qualified candidates who are eager to grow their career within the professional services industry to apply for this exciting opportunity as a Personal Tax Advisor in Cardiff.