At a Glance
- Tasks: Provide expert tax advice to clients and help them with succession planning.
- Company: Join a growing tax team in a dynamic and supportive environment.
- Benefits: Competitive salary, professional development, and opportunities for career growth.
- Other info: Supportive team culture with opportunities to mentor junior members.
- Why this job: Make a real difference in clients' lives while developing your expertise.
- Qualifications: STEP qualification or equivalent experience in personal tax required.
The predicted salary is between 49500 - 60500 £ per year.
An excellent opportunity has arisen for an experienced Personal Tax Consultant to join a growing tax team.
This role would suit a STEP-qualified private client tax specialist, or an individual with significant equivalent experience, who has strong expertise across personal tax and succession planning.
The Role You will provide specialist tax advice to private clients, business owners and entrepreneurs, helping them identify effective tax planning and succession opportunities while delivering a high-quality, commercially focused service.
Key responsibilities will include
- Advising clients on personal tax and succession planning.
- Providing specialist advice on trusts, estates and inheritance tax.
- Advising owner-managed businesses and entrepreneurial clients.
- Managing and advising on capital gains tax and personal tax planning matters.
- Identifying tax planning opportunities and providing practical, commercially focused advice.
- Building and maintaining strong client relationships.
- Communicating confidently with clients and other professional advisers.
- Supporting business development and contributing to the growth of the tax offering.
- Supporting and developing junior members of the team.
Requirements
- STEP qualification or significant equivalent private client tax experience.
- Strong experienc...
Private Tax Consultant employer: Clear Legal & Financial Recruitment
Clear Legal & Financial Recruitment is an excellent employer for Junior Family Solicitors, offering a supportive team environment in the vibrant city of Liverpool. With 25 days of holiday and ample professional development opportunities, employees are encouraged to grow their careers in Family law while enjoying a healthy work-life balance. The firm's commitment to excellent client care and varied caseloads ensures that every day brings meaningful and rewarding challenges.
Contact Details:
Clear Legal & Financial Recruitment Recruitment Team
