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Personal Tax Advisor

Posted 9 February by Sheridan Maine Easy Apply Ended
A highly innovative firm of Business Advisors based in Poole is recruiting a Qualified Personal Tax Advisor to work within their private client department with high calibre clients and knowledgeable colleagues.

This firm of Business Advisors boasts an award winning atmosphere and innovative approach, putting their clients truly at the heart of the business. They offer both excellent technical support and unrivalled benefits locally, to ensure staff can give their absolute best to the role.

As a Qualified Personal Tax Advisor, you will work within an established department, duties include:
  • Maintain private client tax affairs for a portfolio of entrepreneurial and high net worth individuals.
  • Preparation of Self Assessment Tax Returns and associated calculations.
  • Provide detailed advice across a variety of subjects including Personal Tax, Capital Gains, Inheritance Tax, Capital Allowances and other matters as required.
  • Support junior team members with mentorship and hands on guidance.

The successful applicant will have the following attributes:
  • CTA qualified (or equivalent).
  • You will have previously worked in a practice environment.
  • Strong understanding of Personal Taxation with up to date knowledge.

In return, you will receive the following:
  • Engaging culture.
  • Unrivalled client exposure.
  • Clear progression plan.
  • Excellent pension scheme.
  • Free parking.
  • Accessible location for public transport users.
Candidates must be eligible to work in the UK full time without restriction.

Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore if we have not responded to your application within five days please assume that on this occasion your application has not been successful.

Reference: 34437680

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