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 while working in a supportive environment.
- Other info: Opportunity for career growth and involvement in innovative marketing initiatives.
- 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. The firm also specialises 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 agreed deadlines.
Responsibilities include:
- 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 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 chasing outstanding invoices
- Supporting with marketing and business development initiatives, which may include travel in the UK
- Related office, commercial and legal duties
- Working with existing functions of the firm to understand the nature of the work that they do to identify cross-selling opportunities for clients
- Preparing marketing material, including information sheets on various items of tax planning
- 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, including file closing, archiving, indexing and storing, as well as confidential document storage
- Ensuring appropriate back up of data
Tax Consultant in Birmingham employer: Wahed Invest
I Will Solicitors Ltd is an exceptional employer, offering a dynamic work environment where you can thrive as a Tax Consultant. With a strong focus on professional development and a commitment to quality client service, employees benefit from comprehensive training opportunities and a supportive culture that values collaboration and innovation. Located in the UK, the firm provides a unique chance to specialise in Shariah-compliant Islamic Wills, making your work not only rewarding but also impactful in the community.
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 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 chat with potential employers, make sure to highlight your skills and experiences that align with the role. We want to see how you can bring value to the Tax Advisory department, so don’t hold back on showcasing your expertise!
✨Be Prepared for Interviews
Do your homework before any interview! Understand the company, its values, and the specifics of the Tax Consultant role. We recommend preparing some thoughtful questions to ask – it shows you’re genuinely interested and engaged.
✨Apply Through Our Website
Don’t forget to apply 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 directly with us.
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 relevant experience in private client work, tax planning, and any specific skills that match what we’re looking for. This shows us you’ve done your homework and are genuinely interested!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team at I Will Solicitors Ltd. Share your passion for tax advisory work and how you can contribute to our mission of providing quality advice.
Showcase Your Communication Skills:As a Tax Consultant, clear communication is key. In your application, demonstrate your ability to convey complex information simply and effectively. We want to see that you can prepare client advice in a detailed yet approachable manner.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our firm and what we do.
How to prepare for a job interview at Wahed Invest
✨Know Your Tax Basics
Brush up on your knowledge of inheritance tax planning, succession planning, and other relevant tax concepts. Being able to discuss these topics confidently will show that you understand the core responsibilities of a Tax Consultant at I Will Solicitors Ltd.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in this role. Prepare to discuss how you would approach drafting Shariah-compliant Islamic Wills or structuring businesses in a tax-efficient manner. This will demonstrate your practical understanding of the job.
✨Showcase Your Organisational Skills
Since managing workloads and client demands is crucial, be ready 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.
✨Engage with Marketing Ideas
I Will Solicitors Ltd values marketing and business development. Come prepared with ideas on how you could contribute to their marketing initiatives, whether it’s through creating informative materials or attending events. This shows your proactive attitude towards growing the firm.
