At a Glance
- Tasks: Provide expert tax advice and manage trust structures for clients.
- Company: Thriving, modern practice in Warwickshire with a collaborative culture.
- Benefits: 35 days holiday, hybrid working options, and considerable bonuses.
- Other info: Flexible hours available, perfect for balancing work and study.
- Why this job: Join a growing team and make a real difference in clients' financial futures.
- Qualifications: Experience in Inheritance Tax and wealth strategies is essential.
The predicted salary is between 54000 - 66000 £ per year.
Space 8 Recruitment are pleased to be partnering a thriving practice in Warwickshire to recruit a Personal Tax Advisor focussing on Trust & Estates.
The Company
This modern, forward-thinking practice has 2 offices and has been growing both organically and via acquisition at a good pace for several years. Originally established in the 90s, this firm now employs over 50 staff and offers a comprehensive benefits package including remote / hybrid working.
The Role
This role could be offered on a part or full time basis.
Responsibilities include:
- Provide bespoke Inheritance Tax planning advice, including the use of exemptions, reliefs, gifting strategies, and business property relief
- Assess client's circumstances to recommend appropriate wealth structures, such as trusts or family investment companies
- Identify and implement legitimate tax planning opportunities for individuals and business owners
- Advise on and manage the ongoing implications of trust structures, including the 10-year periodic tax charge and exit charges
- Maintain accurate records and prepare detailed, clear client reports and financial planning documents
- Keep up to date of legislative changes and HMRC guidance that affect clients' tax and estate planning
What are we looking for?
Experienced in advising clients on Inheritance Tax, trust structures & wealth strategies.
Benefits:
This role could be hybrid, full or part time. Benefits include 35 days holiday and considerable bonus.
What now?
If you are a Personal Tax Advisor please apply straight away. We would love to chat with you in confidence.
Personal Tax Advisor in Kenilworth employer: Space 8 Recruitment
Join a forward-thinking accountancy practice that has been thriving for nearly 50 years, where innovation and creativity are at the heart of our work culture. With a commitment to employee growth, we offer excellent career progression opportunities, flexible working hours, and a range of benefits including a competitive salary, profit share scheme, and daily free lunches. Our supportive environment encourages you to challenge the status quo and develop your expertise while making a meaningful impact on our diverse client portfolio.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Advisor in Kenilworth
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Space 8 Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Personal Tax Advisor in Kenilworth
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Space 8 Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Space 8 Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Space 8 Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Space 8 Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Space 8 Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Space 8 Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
