At a Glance
- Tasks: Support the Tax Director in developing tax advisory services and managing client relationships.
- 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 work environment with opportunities for professional growth and networking.
- Why this job: Make a real difference in clients' lives while building your expertise in tax advisory.
- Qualifications: Strong communication skills and a keen interest in tax and finance.
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 our clients. We specialise in helping our 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 specializing 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. 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 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
- Related office, commercial and legal duties
- Working 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
- 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 employer: Wahed Invest
Contact Detail:
Wahed Invest Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Consultant
✨Tip Number 1
Network like a pro! Attend industry events, seminars, and workshops related to tax consultancy. It's a great way to meet potential employers and get your name out there. Plus, you never know who might have the inside scoop on job openings!
✨Tip Number 2
Don’t underestimate the power of social media! Use platforms like LinkedIn to connect with professionals in the field. Share relevant content, engage with posts, and showcase your expertise. It’s all about making those connections that could lead to your next job!
✨Tip Number 3
Be proactive! If you see a company you’re interested in, reach out directly. Send a friendly email expressing your interest in their work and ask if they have any upcoming opportunities. Sometimes, jobs aren’t advertised, and a little initiative can go a long way!
✨Tip Number 4
Apply through our website! We’ve got a range of exciting roles, and applying directly can give you an edge. Make sure to tailor your application to highlight how your skills align with what we do at I Will Solicitors. Let’s get you on board!
We think you need these skills to ace Tax Consultant
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. Mention 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: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
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.
✨Demonstrate Client-Focused Thinking
Prepare examples of how you've previously supported clients or managed client relationships. Highlight your ability to communicate complex tax advice in an understandable way, as this is crucial for the role.
✨Showcase Your Organisational Skills
Be ready to discuss how you manage workloads and meet deadlines. Provide specific examples of how you've organised tasks or projects in the past, especially in high-pressure situations, to demonstrate your effectiveness.
✨Engage with Marketing Initiatives
Familiarise yourself with the firm's marketing strategies and be prepared to share ideas on how you could contribute. Discuss any experience you have in preparing marketing materials or attending events, as this will show your proactive approach to business development.