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- Tasks: Provide expert tax advisory services to high-net-worth clients and support exciting projects.
- Company: Dynamic firm in Liverpool with a focus on personal growth and client relationships.
- Benefits: Flexible working hours, company bonuses, and a personal progression plan.
- Why this job: Join a supportive team and make a real impact in the world of tax advisory.
- Qualifications: CTA qualified or equivalent, with experience in private client or corporate tax.
- Other info: Part-time options available and a great work-life balance.
The predicted salary is between 36000 - 60000 £ per year.
Due to continued growth, we have been instructed on a unique Private Client Tax Advisor opportunity on behalf of our client in Liverpool. The role is 100% advisory (no compliance), working with an impressive client base ranging from HNWIs, UHNWIs, Directors, Business Owners to Non Domiciled Individuals with international affairs.
Perfect for an ATT/ CTA individual with an interest in tax advisory work looking for the next step up in their career. There is a direct pathway to Director for the right individual. Excellent remuneration and benefits package, company bonus, option of WFH, lots of flexibility and a personal progression plan. Part time considered.
The Role:
- Provision of private client tax advisory services
- Identifying tax planning opportunities
- Supporting Directors/ leading the delivery of ad hoc advisory work
- Provision of tax advice
- Provision of advice in areas such as Capital Gains, Property tax & Inheritance tax
- Research and planning on projects
- Supporting the delivery of ad hoc tax projects
- Regular client meetings
- Business development
- Building and maintaining strong client relationships.
You:
- CTA Qualified (ideally)
- ACA/ CTA PQ or ATT also considered.
- Private client/ corporate tax experience in practice
- Compliance &/ or Advisory experience - role can be tailored to suit the individual
- Excellent communication skills
- Interested in tax advisory work
- UK Resident
Benefits include:
- Personal Progression Plan
- Company bonus (monthly and annual)
- No busy tax compliance season in Dec & Jan
- Flexible working hours
- Great work life balance - no overtime culture
- Hybrid working arrangement
- Study support (optional)
- 25 Days Holiday + BH
- Buy/sell holiday policy
- Annual pay rise and appraisals
- Supportive environment
- Social events
- Modern office
- Part time considered
If this vacancy doesn’t tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels. Our client base consists of Top 10/20, Mid Tier, Regional and Independent firms across the UK.
Private Client Tax Advisor in Birkenhead employer: Taylor Rose Recruitment Ltd
Contact Detail:
Taylor Rose Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Advisor in Birkenhead
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your knowledge in private client tax advisory. Share insights on recent trends or challenges in the field. This not only shows your passion but also positions you as a valuable asset.
✨Ace the Informal Chat
Many companies, including ours, often have informal chats before the formal interview process. Treat these like mini-interviews! Prepare some thoughtful questions about the role and the company, and be ready to discuss how your skills align with their needs.
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that Private Client Tax Advisor role! We’re always looking for talented individuals, and applying directly helps us see your application faster. Plus, it’s super easy!
We think you need these skills to ace Private Client Tax Advisor in Birkenhead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Private Client Tax Advisor role. Highlight your advisory experience and any relevant qualifications like ATT or CTA. We want to see how your skills match up with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about tax advisory work and how you can contribute to our team. Keep it engaging and personal – we love getting to know you through your words.
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure your application reflects that. Use clear, concise language and structure your documents well. We want to see that you can convey complex ideas simply and effectively.
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 Taylor Rose Recruitment Ltd
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of private client tax advisory services. Familiarise yourself with areas like Capital Gains, Property tax, and Inheritance tax. Being able to discuss these topics confidently will show that you're ready for the role.
✨Showcase Your Advisory Skills
Since this role is all about advisory work, prepare examples from your past experiences where you've successfully identified tax planning opportunities or led advisory projects. This will demonstrate your capability and readiness for the position.
✨Build Rapport with Interviewers
Strong communication skills are key in this role. Practice active listening and engage with your interviewers by asking insightful questions about their client base and the challenges they face. This will help you build a connection and show your genuine interest.
✨Highlight Your Flexibility
With the option for hybrid working and flexible hours, be prepared to discuss how you can adapt to different working environments. Share any previous experiences where you've thrived in a flexible setting, as this aligns well with the company's culture.