Private Client Tax Advisor in Warrington

Private Client Tax Advisor in Warrington

Warrington Full-Time 36000 - 60000 Β£ / year (est.) No home office possible
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At a Glance

  • 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, study support, and 25 days holiday.
  • Why this job: Join a supportive team and advance your career towards a Director role.
  • Qualifications: CTA qualified or ATT/ACA with private client tax experience.
  • Other info: Part-time options available and a great work-life balance.

The predicted salary is between 36000 - 60000 Β£ 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
  • Interesting 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 payrise 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 Warrington employer: Taylor Rose Recruitment Ltd

As a Private Client Tax Advisor in Liverpool, you will thrive in a dynamic and supportive environment that prioritises employee growth and work-life balance. With a strong focus on advisory services, our company offers an excellent remuneration package, flexible working options, and a clear pathway to directorship for ambitious individuals. Join us to enjoy a modern office culture, regular social events, and a commitment to your professional development through tailored progression plans.
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Contact Detail:

Taylor Rose Recruitment Ltd Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Private Client Tax Advisor in Warrington

✨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 Informational Interview

If you can, set up informational interviews with people already in the role you want. It’s a great way to learn more about the company culture and expectations while also making a good impression. Plus, it shows you’re proactive and genuinely interested!

✨Apply Through Our Website

Don’t forget to check out our website for the latest job openings! Applying directly through us not only gives you a better chance of being noticed but also keeps you in the loop about new roles that might suit your skills and aspirations.

We think you need these skills to ace Private Client Tax Advisor in Warrington

Tax Advisory Skills
Capital Gains Tax Knowledge
Property Tax Knowledge
Inheritance Tax Knowledge
Client Relationship Management
Business Development
Research and Planning
Excellent Communication Skills
Private Client Tax Experience
Corporate Tax Experience
Advisory Experience
ATT/CTA Qualification
ACA Qualification
Flexibility in Working Arrangements

Some tips for your application 🫑

Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Advisor role. Highlight your advisory experience and any relevant qualifications like ATT or CTA to catch our eye!

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 your background makes you a perfect fit for our team. Keep it engaging and personal!

Showcase Your Communication Skills: Since excellent communication is key in this role, make sure your application showcases your ability to convey complex tax concepts clearly. We want to see how you can build strong client relationships right from the start!

Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, we love seeing applications come in through our own platform!

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 to take on the responsibilities of the position.

✨Build Rapport

During the interview, focus on building a connection with your interviewers. Strong communication skills are key in this role, so practice active listening and engage in meaningful conversations. This will help you stand out as someone who can build and maintain strong client relationships.

✨Ask Insightful Questions

Prepare thoughtful questions about the company culture, the team you'll be working with, and the personal progression plan they offer. This shows your genuine interest in the role and helps you assess if it's the right fit for you.

Private Client Tax Advisor in Warrington
Taylor Rose Recruitment Ltd
Location: Warrington

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