Tax Advisor

Birketts; Norwich; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

Birketts is seeking a Personal Tax Advisor to provide expert tax advice to high net worth individuals and trustees. This role will involve managing client portfolios, assisting with tax compliance, and participating in business development, while working within a collaborative team environment. The ideal candidate holds a formal tax qualification and has experience in the tax advisory field.

Benefits

25 days holiday plus Bank Holidays

Private Healthcare with BUPA

Scottish Widows Pension Scheme

Staff Profit Share and Individual Performance Bonus

Enhanced Maternity/Paternity Leave

Subsidised gym membership

Agile/Hybrid Working Policy

Qualifications

• Advises on personal taxes including income tax, capital gains tax, and inheritance tax.
• Experienced in all forms of personal tax.
• Participation in business development activities desired.

Responsibilities

• Provide tax advice to high net worth individuals and trustees.
• Manage a small portfolio of personal clients.
• Engage in business development activities related to personal tax.

Skills

Tax advice

Business development

Teamwork

Initiative

Tech efficiency

Education

Formal tax qualification (ideally at CTA level)

Job description

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To provide tax advice to high net worth individuals and trustees on particular events or transactions and to deal with associated tax reporting (including 60 day CGT returns, IHT returns, and personal tax returns).

To provide assistance to the Partner head and to work alongside/provide support to the Senior Tax Advisor within the Team in dealing with tax work generated from internal and external sources and to help develop and generate new work. Consequently, the role will include business development activities as well as tax technical and compliance work. The individual will also provide assistance to our International Tax Advisory Team on dealing with any private client tax reporting aspects.

Accountabilities

• Purpose of job: To provide tax advice to high net worth individuals and trustees on particular events or transactions and to deal with associated tax reporting (including 60 day CGT returns, IHT returns, and personal tax returns).
• To provide assistance to the Partner head and to work alongside/provide support to the Senior Tax Advisor within the Team in dealing with tax work generated from internal and external sources and to help develop and generate new work. Consequently, the role will include business development activities as well as tax technical and compliance work. The individual will also provide assistance to our International Tax Advisory Team on dealing with any private client tax reporting aspects.

Accountabilities

• Tax planning in relation to income tax, capital gains tax, and inheritance tax, advising personal, trust, and estate tax clients.
• Dealing with all forms of personal tax (including managing a small portfolio of personal clients) reporting including review of work and supervision and development of more junior colleagues.
• Development of personal tax work and participation in business development activities.

The candidate

Our ideal candidate will be someone who:

• is a personal tax advisor able to advise on a range of personal taxes including income tax, capital gains tax, and inheritance tax;
• has some knowledge of Trusts;
• is experienced in all forms of personal tax;
• has a formal tax qualification (ideally at CTA level);
• has previously participated in business development activities;
• enjoys being part of a team and takes initiative;
• has an interest in making use of tech to improve efficiency both in terms of advice and tax compliance.

Equal opportunities

At Birketts, our culture is driven by ambition and a commitment to positively impact all the communities we serve. We are dedicated to the success, development, and wellbeing of our colleagues, helping them achieve their goals and seize the opportunities that come with our growth. Alongside a flexible and inclusive work environment, we offer the following core benefits:

• 25 days holiday (FTE) plus Bank Holidays rising to 30 days with service
• Long Service holiday award – 1 extra week every 10 years of continuous service
• Private Healthcare with BUPA (offered after passing probation)
• Scottish Widows Pension Scheme (5% employer / 5% Employee)
• Staff Profit Share and Individual Performance Bonus Scheme
• Salary sacrifice (Pensions, Staff Profit Share)
• Life Assurance - 4 x salary / Permanent Health Insurance
• Paid CSR Day
• Enhanced Maternity/Paternity Leave
• Subsidised gym membership
• Electric car scheme
• Agile/Hybrid Working Policy
• Dress for your Day Policy

Birketts is a flexible business which has embraced a hybrid working model where our colleagues enjoy a mix of home and office working. We welcome applications from people looking for flexible, agile, and part-time roles and are happy to explore your preferred working patterns as part of your application.

Please note that this job profile is not an exhaustive list of duties but merely an outline of the key components of the role. You may be required by your line manager to take on additional responsibilities when requested.

Birketts is committed to being an Equal Opportunity Employer. Our policy is unequivocal: we do not tolerate discrimination based on age, disability, sex, race, religion or belief, gender reassignment, marriage or civil partnership, pregnancy or maternity, or sexual orientation.

We pride ourselves on being an inclusive organisation that actively promotes equality of opportunity for all, valuing the right mix of talent, skills, and potential. We welcome applications from a diverse range of candidates, and selection for roles is based solely on individual merit.