Personal Tax Advisor

• Up to £35,000 pa, dependent on experience
• 35 hours per week + Paid Overtime
• Office Based – Flexibility with Some Remote Working Available
• Excellent Development Opportunities
• Must have personal tax experience
• Must be UK resident with unrestricted right to work in the UK

THE ROLE

This is a client facing role where you will work alongside an experienced Tax Manager on compliance and advisory projects. You will be responsible for providing a tax compliance and advisory service to individuals whilst developing strong, trusted relationships with clients. In return, you will be given the tools to develop and progress your career within a supportive business that boasts an excellent working culture, a flexible working environment and additional paid overtime.

Key responsibilities:

• Providing personal tax compliance and advisory services to individuals, including:
  • Preparation and review of self-assessment tax returns for individuals, partnerships, and trusts.
  • Advising clients on a range of tax matters including income tax, capital gains tax, inheritance tax and HMRC enquiries.
  • Preparing P11d forms and calculating benefits in kind for employees.
• Developing strong relationships with clients and providing exceptional service to become a respected and trusted advisor.
• Continuously researching and keeping up to date with taxation news and legislation.

SKILLS AND EXPERIENCE

• 5+ years’ personal tax advisory experience.
• ATT or CTA qualification or QBE with demonstrable post-qualification experience.
• You must have experience advising individuals, partnerships, and trusts.
• Good technical tax knowledge and the ability to comfortably deal with complex tax issues.
• Excellent communication skills, confident in building relationships to become a trusted advisor.
• A keen eye for detail and an analytical mindset, dedicated to continuous improvement.
• Flexible and proactive approach to work and the ability to work under pressure.
• Proficiency in various tax software and other systems.

You’ll be joining a well-established firm who work with a diverse range of clients across a variety of sectors. Providing exceptional support from statutory audits through to full accountancy and tax services, including payroll, wealth management, growth, and advisory services. If you feel you are suitable, please apply today by submitting your CV to jonny@wearemarmion.com. Alternatively, to discuss the opportunity further, please contact Jonny McPartland directly on 07375 675 049 / 0113 332 0678.