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For Companies At a Glance
- Tasks: Provide expert tax advice and create tailored wealth strategies for clients.
- Company: A modern, growing practice in Warwickshire with a supportive culture.
- Benefits: Enjoy 35 days holiday, flexible working options, and a generous bonus.
- Why this job: Make a real difference in clients' lives while enjoying work-life balance.
- Qualifications: Experience in Inheritance Tax and trust structures is essential.
- Other info: Join a dynamic team with opportunities for professional growth.
The predicted salary is between 24000 - 36000 £ per year.
Space 8 Recruitment are pleased to be partnering a thriving practice in Warwickshire to recruit a Trust & Estates Tax Advisor. This role is offered on a part time remote or hybrid basis.
The Company
This modern, forward-thinking practice has 2 offices in Warwickshire 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 40 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 or remote, 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.
Tax Advisor (part time) in Royal Leamington Spa employer: Space 8 Recruitment
Contact Detail:
Space 8 Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Advisor (part time) in Royal Leamington Spa
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax advisory field and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for tax advisors and practice your responses. We want you to feel confident and ready to showcase your expertise in Inheritance Tax and trust structures.
✨Tip Number 3
Don’t forget to follow up! After an interview, shoot a quick thank-you email to express your appreciation. It’s a great way to keep yourself fresh in their minds and show your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application directly. Plus, it shows you’re serious about joining our thriving practice in Warwickshire.
We think you need these skills to ace Tax Advisor (part time) in Royal Leamington Spa
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Tax Advisor role. Highlight your experience with Inheritance Tax and trust structures, as these are key for us. Use specific examples that showcase your skills and achievements in these areas.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your passion for tax planning and how you can contribute to our modern, forward-thinking practice.
Showcase Your Knowledge: Keep up to date with the latest tax legislation and HMRC guidance. Mention any recent changes you've implemented in your work or how you've advised clients based on new regulations. This shows us you're proactive and knowledgeable!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team. We can't wait to hear from you!
How to prepare for a job interview at Space 8 Recruitment
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of Inheritance Tax, trust structures, and wealth strategies. Be ready to discuss specific cases or scenarios where you've successfully advised clients. This shows you're not just familiar with the theory but can apply it in real situations.
✨Understand the Company Culture
Research the practice's values and culture. Since they’re a modern, forward-thinking firm, think about how your own values align with theirs. Prepare to share examples of how you’ve contributed to a positive work environment in previous roles.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about their approach to tax planning or how they support their staff in keeping up with legislative changes. It shows your genuine interest in the role and the company.
✨Showcase Your Communication Skills
As a Tax Advisor, you'll need to explain complex tax concepts clearly. During the interview, practice articulating your thoughts in a straightforward manner. Use examples from your past experiences where you’ve had to simplify tax advice for clients.