Private Client Tax Advisor

Michael Page; England; On-site; GBP 35,000 - 60,000; Full time

Job summary

A local accountancy firm is seeking a Private Client Tax Advisor to provide expert advisory services in Salisbury and the wider region. The role involves assisting clients with tax planning, ensuring compliance, and maintaining strong relationships for tailored solutions. The ideal candidate has extensive knowledge of tax legislation and excellent interpersonal skills. This position offers a competitive salary between £35,000 and £60,000, with a strong focus on professional development and career progression.

Benefits

Competitive salary

Opportunities for professional development

Flexibility to support work-life balance

Access to reward opportunities

Focus on career progression

Qualifications

• Strong knowledge of tax legislation and compliance requirements.
• Experience in providing tailored tax advice to private clients.
• Proficiency in preparing and reviewing tax returns.
• Excellent interpersonal and relationship-building skills.
• Proactive in identifying tax planning opportunities.
• Ability to work effectively in a professional services environment.

Responsibilities

• Provide expert tax advisory services to private clients.
• Assist clients with tax planning and compliance.
• Build and maintain strong client relationships.
• Work collaboratively with the Partner and colleagues.
• Keep up-to-date with tax legislation for compliance.
• Prepare and review tax returns for accuracy.
• Identify opportunities for tax efficiencies.
• Support succession planning initiatives for clients.

Skills

Knowledge of tax legislation and compliance requirements

Experience providing tailored tax advice

Proficiency in preparing tax returns

Interpersonal and relationship-building skills

Proactive in identifying tax planning opportunities

Effective in a professional services environment

Job description

This role offers an exciting opportunity for a Private Client Tax Advisor to provide expert advisory services for a well-regarded local firm. The successful candidate will work closely with clients in Salisbury and the wider Dorset/Wiltshire/Hampshire region, ensuring tailored tax solutions and compliance.

Client Details

Our client is a local accountancy firm with a focus on delivering bespoke tax solutions to clients. They are a single-partner organisation with a strong emphasis on professional growth and advisory excellence. This role has come about as part of a long-term succession plan, with progression and skill development of the successful candidate being a primary focus.

Description

• Provide expert tax advisory services to private clients.
• Assist clients with tax planning and compliance to meet their individual needs.
• Build and maintain strong client relationships to deliver tailored solutions.
• Work collaboratively with the Partner and colleagues to provide seamless client service.
• Keep up-to-date with tax legislation and ensure compliance with regulations.
• Prepare and review tax returns for accuracy and completeness.
• Identify opportunities for tax efficiencies and provide strategic advice.
• Support succession planning initiatives for clients.

Profile

A successful Private Client Tax Advisor should have:

• Strong knowledge of tax legislation and compliance requirements.
• Experience in providing tailored tax advice to private clients.
• Proficiency in preparing and reviewing tax returns.
• Excellent interpersonal and relationship-building skills.
• A proactive approach to identifying tax planning opportunities.
• Ability to work effectively in a professional services environment.

Job Offer

• Competitive salary ranging from 35,000 to 60,000.
• Opportunities for professional development in tax advisory services.
• Flexibility to support work-life balance.
• Access to several reward opportunities, including a summer bonus.
• Focus on career progression through succession planning.

This position offers an excellent opportunity to grow your career as a Private Client Tax Advisor within the UK accountancy industry. If you're based in Salisbury and looking for your next challenge, apply today.