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- Tasks: Advise high-net-worth clients on UK personal taxation and manage complex advisory projects.
- Company: Join K3TA, part of the innovative K3 Capital Group.
- Benefits: Flexible remote work, career progression, and a supportive environment for professional growth.
- Why this job: Make a real impact while developing your expertise in personal tax with a dynamic team.
- Qualifications: CTA qualified or equivalent experience in UK personal taxation.
- Other info: Opportunity to mentor trainees and build strong client relationships.
The predicted salary is between 36000 - 60000 £ per year.
K3TA (part of the K3 Capital Group) is looking for an experienced personal tax advisor to join our Family & Wealth team. The role is ideal for someone who has completed the CTA qualification (or equivalent) and has a strong background in advising high-net-worth individuals and families on all aspects of UK personal taxation. This includes inheritance tax planning, residence and domicile issues, international movement of individuals, and general compliance and advisory work. The successful candidate will work closely with senior members of the team, including the Head of Family & Wealth and our two Managing Directors, manage a portfolio of private clients, and have ownership of a wide range of complex advisory projects. They will also play a key role in supporting and developing our trainees, helping to maintain the high technical and service standards that the team is known for.
Key Responsibilities
- Manage relationships with a portfolio of personal tax clients, ensuring timely and accurate delivery of advisory work and overseeing a small complex compliance portfolio.
- Provide clear, practical advice on a broad range of personal tax matters, including IHT, CGT, residence and domicile, offshore structures, family wealth planning, and trusts.
- Assist with detailed advisory reports, technical research, and structuring projects, particularly in relation to foreign income and gains regime users, international arrivals and departures, and succession planning.
- Review work prepared by trainees, offering feedback and guidance to support their technical development.
- Oversee workflow within the team, helping to prioritise tasks and maintain high-quality output.
- Build and maintain strong client relationships, ensuring that advice is delivered in a professional, approachable and easy-to-understand manner.
- Contribute to internal training, knowledge sharing, and process improvements.
Skills and Experience
- CTA qualified or equivalent experience.
- Strong background in UK personal taxation, with exposure to high-net-worth and internationally mobile clients.
- Comfortable handling complex advisory work with appropriate support.
- Experience supervising or mentoring junior team members.
- Excellent communication skills with the ability to translate technical concepts into clear, client-friendly language.
- Strong organisational skills and the ability to manage competing deadlines.
- Willingness to continue to develop professionally, given the changing nature of tax legislation.
What We Offer
- A supportive and technical environment with genuine scope to develop specialist expertise.
- Exposure to a broad range of interesting and complex client matters.
- Opportunities for progression within a growing team.
- A built in client base, with opportunities to develop your own portfolio and referral network.
- Flexible working, and a fully remote role.
- We do our best work in our preferred environment.
- We have a camera on approach to both internal and client meetings.
Tax Advisor employer: K3 Capital Group
Contact Detail:
K3 Capital Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Advisor
✨Network Like a Pro
Get out there and connect with people in the tax advisory field. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can open doors to opportunities that aren’t even advertised!
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience with high-net-worth clients and complex tax issues. Share specific examples of how you've tackled challenges in the past. This will show them you’re not just qualified, but also ready to hit the ground running.
✨Prepare for Interviews
Do your homework on the company and the role before any interview. Be ready to discuss current trends in UK personal taxation and how they might affect clients. This shows you’re not only knowledgeable but also genuinely interested in the position and the firm’s work.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and really keen on joining our team at K3TA.
We think you need these skills to ace Tax Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Tax Advisor role. Highlight your CTA qualification and any relevant experience with high-net-worth individuals. We want to see how your background aligns with our Family & Wealth team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about personal taxation and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Communication Skills: Since you'll be advising clients, it's crucial to demonstrate your ability to communicate complex tax concepts in an easy-to-understand way. Use clear language in your application to show us you can break down technical jargon.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at K3 Capital Group
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of UK personal taxation, especially around inheritance tax, residence and domicile issues. Be ready to discuss specific cases or scenarios you've handled in the past, as this will show your expertise and confidence in dealing with high-net-worth clients.
✨Showcase Your Communication Skills
Since you'll need to explain complex tax concepts in a client-friendly way, practice articulating your thoughts clearly. Consider preparing a few examples where you've successfully simplified technical information for clients or trainees, as this will highlight your ability to connect with people.
✨Demonstrate Leadership Potential
As the role involves mentoring junior team members, think about times when you've taken the lead or supported others in their development. Be prepared to share these experiences during the interview to showcase your leadership skills and commitment to team growth.
✨Prepare Questions About the Role
Interviews are a two-way street, so come armed with thoughtful questions about the Family & Wealth team and the types of projects you'll be working on. This shows your genuine interest in the position and helps you assess if it's the right fit for you.