CTA Advisory Specialist
CTA Advisory Specialist

CTA Advisory Specialist

Part-Time 50000 - 65000 £ / year (est.) Home office (partial)
TipTopJob

At a Glance

  • Tasks: Provide tailored tax planning advice and manage complex advisory work independently.
  • Company: Join Clearcut Accountancy, a collaborative and forward-thinking firm.
  • Benefits: Enjoy competitive salary, flexible working hours, and medical insurance.
  • Other info: Flexible part-time options with clear pathway to full-time and ongoing development.
  • Why this job: Focus purely on advisory work and build strong client relationships.
  • Qualifications: CTA qualified with 5+ years in tax advisory; strong communication skills required.

The predicted salary is between 50000 - 65000 £ per year.

Location: Manchester

Salary: A GBP 50,000 to A GBP 65,000 (pro rata, depending on experience) + Benefits

Employment Type: Part-time (2 to 4 days per week) or Full time

About Clearcut Accountancy:

At Clearcut Accountancy, we pride ourselves on delivering clear, practical and commercially focused advice that genuinely helps our clients succeed. Our team works across a diverse client base, from entrepreneurs and business owners to high-net-worth individuals, offering expert support tailored to each client's needs. We are a collaborative, forward-thinking firm that values:

  • Customer first
  • Passion
  • Integrity
  • Excellence

Building long-term relationships, supporting each other as a team, and continuously developing our people in a fast-moving business environment.

Opportunity:

We are looking for an experienced Chartered Tax Adviser to join our growing advisory team. This is a pure advisory role, focused on tax planning rather than compliance, giving you the opportunity to work on high-value, complex client matters. The role is initially part-time, with clear potential to increase to full-time as the business continues to grow.

Responsibilities:

  • Providing tailored tax planning advice to private clients and owner-managed businesses
  • Advising on Inheritance Tax (IHT), including estate and lifetime planning
  • Supporting clients with Trusts and long-term structuring
  • Delivering property tax advice across acquisitions, disposals and portfolio structuring
  • Identifying tax efficiencies and proactive planning opportunities
  • Managing complex advisory work independently
  • Building strong, trusted relationships with clients

Qualifications:

  • CTA qualified (Chartered Tax Adviser)
  • Minimum 5 years experience in tax advisory and planning (compliance-only experience will not be suitable)

Technical Knowledge:

  • Private client tax
  • Inheritance Tax (IHT)
  • Trusts
  • Property tax
  • Confident managing complex advisory work independently
  • Strong communication skills and a client-focused approach
  • Commercial awareness with the ability to identify planning opportunities

Why Join Clearcut?

  • Flexible part-time working available (2 to 4 days per week)
  • Clear pathway to full-time as the team grows
  • Opportunity to focus purely on advisory work
  • Supportive, collaborative team culture
  • Ongoing development and learning opportunities

Benefits:

  • Competitive salary
  • Medical insurance
  • Client referral bonus
  • Flexible working hours
  • Paid personal time off
  • Study support
  • Retirement plan
  • Additional holidays
  • Volunteering opportunities

CTA Advisory Specialist employer: TipTopJob

Clearcut Accountancy is an exceptional employer located in Manchester, offering a dynamic and supportive work environment that prioritises employee growth and collaboration. With flexible working options and a focus on advisory roles, employees can enjoy a competitive salary alongside comprehensive benefits, including medical insurance and study support, all while contributing to meaningful client relationships in a forward-thinking firm.
TipTopJob

Contact Detail:

TipTopJob Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land CTA Advisory Specialist

✨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 by researching Clearcut Accountancy and their approach to client relationships. Show us that you understand our values of integrity and excellence, and how you can contribute to our team.

✨Tip Number 3

Practice your pitch! Be ready to explain your experience in tax planning and how it aligns with the role. We want to hear about your successes and how you've built strong relationships with clients.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re genuinely interested in joining our team.

We think you need these skills to ace CTA Advisory Specialist

Chartered Tax Adviser (CTA)
Tax Planning
Inheritance Tax (IHT)
Trusts Management
Property Tax Advisory
Client Relationship Management
Complex Advisory Work Management
Communication Skills
Commercial Awareness
Proactive Planning
Attention to Detail
Analytical Skills
Team Collaboration
Adaptability

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the CTA Advisory Specialist role. Highlight your experience in tax advisory and planning, especially focusing on areas like Inheritance Tax and Trusts. We want to see how your skills align with our needs!

Showcase Your Experience: Don’t just list your qualifications; tell us about your achievements! Use specific examples of how you've provided tailored tax advice or managed complex advisory work. This helps us understand your impact and expertise.

Be Authentic: Let your personality shine through in your application. We value integrity and passion, so don’t hesitate to share what drives you in your career. A genuine approach can really set you apart from other candidates!

Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!

How to prepare for a job interview at TipTopJob

✨Know Your Tax Stuff

Make sure you brush up on your knowledge of private client tax, Inheritance Tax, and Trusts. Be ready to discuss specific cases or scenarios where you've successfully advised clients, as this will show your expertise and confidence in handling complex advisory work.

✨Showcase Your Client Relationships

Since building strong, trusted relationships with clients is key for this role, prepare examples of how you've developed and maintained client relationships in the past. Highlight any instances where your advice led to significant benefits for your clients.

✨Demonstrate Your Commercial Awareness

Be prepared to discuss how you identify planning opportunities and tax efficiencies. Think of examples where your proactive approach has made a difference, and be ready to share your insights on current trends in tax planning.

✨Ask Thoughtful Questions

Interviews are a two-way street! Prepare some insightful questions about Clearcut Accountancy's approach to tax advisory and their team culture. This shows your genuine interest in the role and helps you assess if it's the right fit for you.

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