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- Tasks: Join our team to deliver high-quality tax advice and support strategic planning projects.
- Company: Sumer, a forward-thinking firm committed to diversity and inclusion.
- Benefits: Fairness in hiring, supportive environment, and opportunities for personal growth.
- Other info: Dynamic workplace with a focus on teamwork and professional development.
- Why this job: Make a real impact by advising diverse clients on complex tax matters.
- Qualifications: CTA qualified with experience in tax advisory and excellent communication skills.
The predicted salary is between 40000 - 50000 £ per year.
We are seeking a highly motivated and technically strong CTA-qualified Tax Advisor to join our growing team. This is an excellent opportunity to work with our Tax Director on a wide range of advisory projects, supporting with high quality client delivery across private client and corporate matters. You will play a key role in the preparation and delivery of complex tax advisory work, including drafting advice reports and supporting on strategic planning assignments and projects. The role offers exposure to a diverse client base, including Owner Managed Businesses (OMBs), high net worth clients, individuals and corporate groups.
Key Responsibilities
- Support the Tax Director with preparation and delivery of high-quality tax advice, has a holistic approach to client advice and delivery.
- Prepare clear, well structured, and technically accurate written advice reports.
- Actively involved in the end-to-end delivery of advisory work, acting as a trusted right hand to the Tax Director in managing workflow and driving projects forward.
- Deliver best in class quality advice.
- Knowledge of Private Client and Corporate matters affecting OMB’s and assist with tax planning and restructuring projects for the business and its owners.
- Private client tax planning experience, including IHT planning, Capital Gains Tax advice and income extraction planning experience.
- Corporate Tax planning experience, dealing with corporate restructuring, drafting clearances, writing advice documents, advising on Share Schemes, Remuneration Planning, Restructuring including groups, purchase of own shares and demergers, ERS reporting and ATED.
- Undertake technical research and apply findings to client scenarios; be a point of contact for other departments with technical tax questions.
- Liaise with clients and internal teams to gather information and ensure timely delivery.
- Contribute to the development of internal technical knowledge and best practice for the team.
- Assist with Complex Compliance work as needed during busy periods, or disclosure work and HMRC enquiries.
Skills, Knowledge & Expertise
- CTA Qualified (essential) with post qualification experience in an advisory role.
- Proven experience in writing tax advisory reports to a high standard.
- Excellent understanding of UK tax legislation, with clear and confident written and verbal communication skills.
- Background in advising OMBs on personal and corporate matters, or specifically private client advisory and/or corporate advisory.
- Strong technical knowledge with excellent attention to detail.
- Organised and able to manage multiple projects and meet deadlines.
- Proactive, can-do attitude with a willingness to support and a hands-on approach to delivery of detailed advisory work.
Job Benefits
At Sumer, we know everyone’s journey is different. That’s why we’re committed to fairness, removing barriers and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know.
We Shine Together. We Do the Right Thing. We Make It Count.
We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.
Tax Advisor employer: Sumer Group Holdings Limited
Contact Detail:
Sumer Group Holdings Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax advisory field, attend industry events, and join relevant online forums. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and recent tax legislation changes. Practice articulating your experience with OMBs and corporate matters, as this will show you're ready to hit the ground running.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for openings at StudySmarter, where we value diversity and support your journey in tax advisory.
✨Tip Number 4
Follow up after interviews with a thank-you email. It’s a great way to reiterate your interest in the role and remind them of your qualifications. Plus, it shows you’re proactive and genuinely interested in joining their team!
We think you need these skills to ace Tax Advisor
Some tips for your application 🫡
Show Off Your Writing Skills: Since you'll be preparing clear and well-structured advice reports, make sure your application reflects your writing prowess. Use concise language and avoid jargon where possible to demonstrate your ability to communicate complex tax matters simply.
Tailor Your Application: Don’t just send a generic CV and cover letter! Tailor your application to highlight your experience with OMBs and corporate tax matters. We want to see how your background aligns with the role, so make it personal and relevant.
Highlight Your CTA Qualification: Being CTA qualified is essential for this role, so don’t forget to emphasise this in your application. Share any post-qualification experience you have, especially in advisory roles, as it shows you’re ready to hit the ground running.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us during the hiring journey!
How to prepare for a job interview at Sumer Group Holdings Limited
✨Know Your Tax Legislation
Brush up on UK tax legislation before your interview. Being able to discuss recent changes or trends in tax law will show that you're not just technically strong, but also engaged with the field. Prepare a couple of examples where you've applied this knowledge in real scenarios.
✨Prepare Clear Advice Reports
Since writing high-quality tax advisory reports is key for this role, practice drafting concise and structured reports. Bring a sample report to discuss during the interview, highlighting your thought process and how you ensure accuracy and clarity in your writing.
✨Showcase Your Client Interaction Skills
Be ready to talk about your experience liaising with clients. Share specific examples of how you've gathered information and delivered advice effectively. This will demonstrate your ability to build relationships and manage client expectations, which is crucial for a Tax Advisor.
✨Demonstrate Your Project Management Skills
This role involves managing multiple projects simultaneously, so be prepared to discuss how you prioritise tasks and meet deadlines. Share examples of past projects where you successfully balanced competing demands, showcasing your organisational skills and proactive attitude.