At a Glance
- Tasks: Support the Tax Director in developing tax advisory services and manage client proposals.
- Company: I Will Solicitors Ltd, a leading firm in private client and corporate tax advisory.
- Benefits: Gain valuable experience in tax planning and client management within a supportive team.
- Other info: Dynamic environment with opportunities for professional growth and networking.
- Why this job: Make a real difference in clients' lives by helping them structure their wealth effectively.
- Qualifications: Strong communication skills and a keen interest in tax advisory work.
The predicted salary is between 40000 - 50000 £ per year.
About I Will Solicitors Ltd: I Will Solicitors Ltd is a subsidiary of Wahed. It specialises in the field of private client work, including Wills, inheritance tax planning, probate, trusts, Court of Protection and related work. I Will Solicitors Ltd is regulated by the Solicitors Regulation Authority and is dedicated to providing specialist quality advice to clients. We specialise in helping clients with the drafting of Shariah-compliant Islamic Wills in the UK.
Job Brief: Tax Consultant in the Tax Advisory Department – A role which requires you to support the Tax Director to establish and develop the Tax Advisory department within I Will Solicitors. These services include but are not limited to:
- IHT planning
- Succession Planning for families
- Family Investment Companies
- Structuring businesses and investments in a tax efficient manner
- Long-term planning for families to build and structure wealth to help achieve objectives (similar to family office)
- Pre-Sale tax planning
- Advice relating to tax residence
- Profit extraction advice
Job Description: Working on the ‘usual’ files that are associated with working in a firm specialising in Private Client and Corporate Tax Advisory work. You are expected to take responsibility for the work that you are assigned to ensure that it is delivered in a complete and accurate manner, within deadlines that are agreed. Supporting with client proposals and client onboarding in line with AML regulations. Attending and taking notes in client meetings. Maintaining detailed and up-to-date files for quality control and risk management purposes. Managing workloads and client demands in an organised and effective manner, and communicating any issues and concerns to your supervisor. Preparing client advice in a technically accurate and detailed manner, whilst also employing an appropriate and effective communication style. Managing the billing on clients, which includes raising invoices in a timely manner at the relevant milestone and also chasing outstanding invoices. Supporting with marketing and business development initiatives, which may include travel in the UK; and related office, commercial and legal duties. Work with the existing functions of the firm to understand the nature of the work that they do so that you can then identify cross-selling opportunities for clients. Preparing marketing material, including information sheets on various items of tax planning. Similarly, preparing material for the website, events, podcasts, etc. Attending events to market and promote the services of the firm. Sharing knowledge with other members of the firm by answering queries, providing advice and training. Ensuring that all files are managed in accordance with Law Society guidelines, particularly in relation to anti-money laundering directives and proper accounting procedures. Ensuring the administration of the office and files is up to date, to include file closing, archiving, indexing and storing, as well as confidential document storage. Further, this is to include ensuring appropriate backup of data.
Tax Consultant in Birmingham employer: Wahed Inc.
Contact Detail:
Wahed Inc. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Consultant in Birmingham
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your skills and experiences that align with the role. We recommend preparing a few examples of how you've tackled tax planning or client advisory work in the past. This will help you stand out from the crowd!
✨Be Ready for Interviews
Practice makes perfect! We suggest doing mock interviews with friends or using online resources to prepare for common questions. Make sure you can articulate why you’re passionate about tax consultancy and how you can contribute to I Will Solicitors’ goals.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Tax Consultant in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Tax Consultant role. Highlight your experience in private client work, tax planning, and any relevant qualifications. We want to see how your skills align with what we do at I Will Solicitors!
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 concise but engaging – we love a good story!
Showcase Your Attention to Detail: In tax consultancy, accuracy is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, as it reflects the quality we strive for at I Will Solicitors.
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!
How to prepare for a job interview at Wahed Inc.
✨Know Your Tax Basics
Make sure you brush up on the fundamentals of inheritance tax planning, trusts, and Shariah-compliant wills. Being able to discuss these topics confidently will show that you're serious about the role and understand the core services offered by I Will Solicitors Ltd.
✨Showcase Your Organisational Skills
Since the role involves managing workloads and client demands, be prepared to share examples of how you've effectively organised tasks in previous roles. Highlight any tools or methods you use to keep track of deadlines and ensure quality control.
✨Prepare for Client Interaction
You'll be attending client meetings and preparing advice, so practice your communication skills. Think about how you can explain complex tax concepts in a simple way. Role-playing with a friend can help you feel more comfortable when discussing sensitive topics with clients.
✨Research the Firm's Values
I Will Solicitors Ltd is dedicated to providing quality advice, so make sure you understand their mission and values. Be ready to discuss how your personal values align with theirs and how you can contribute to their goal of delivering exceptional service.