An Independent Boutique Practice are looking for a Personal Tax Advisor to join their close-knit team.
The ideal candidate will be responsible for preparing and filing personal tax returns, providing expert tax advice, and ensuring compliance with tax laws and regulations.
This role requires strong analytical skills, excellent client service, and the ability to manage multiple tasks and deadlines.
Posted by Financial Divisions • £38K/yr to £50K/yr
My client based in St Albans is a well-established independent firm of Financial Advisers, who have built a lasting reputation for providing the highest levels of non-jargon-based advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire.
Plus competitive bonus and excellent benefits package with hybrid working
Having worked closely with this firm for over 6 years, we have seen them grow organically and have placed a number of people with them, who have thrived under their support and management.
Posted by Blakemore Recruitment • £50K/yr to £60K/yr
A Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
Posted by Antony George Recruitment • £40K/yr to £50K/yr
Our client offers expert advice on a wide range of financial protection areas, Retirement Planning, Saving & Investments, Mortgages, Protection and Business financial protection, together with General Insurance.
Their mantra is 'enriching lives and futures' stemming from their ethos of keeping their client's financial wellbeing at the heart of everything they do.
Above all they know that the relationships they build with their clients today is what sets them apart tomorrow.
A Financial Planning firm located in Crawley are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
Manage and oversee the personal tax affairs for a diverse portfolio of clients, ensuring compliance with tax regulations and deadlines.
General
If you are an experienced professional with expertise in personal taxation within a practice environment, a diverse background working with clients of all sizes and sectors, and a desire for hybrid working and exceptional benefits, this opportunity is perfect for you!
ProTalent are collaborating with a well-established accountancy firm in the search for a skilled and qualified Personal Tax Manager.
Posted by Focus Search and Selection • £45K/yr to £60K/yr
The Opportunity
The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
The Day-to-ay
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.
Posted by Pro-Tax Recruitment • £40K/yr to £49K/yr
They are looking for someone to manage a varied personal client tax portfolio dealing with all routine personal tax compliance and ad hoc advisory work.
This leading mid-tier accountancy firm is looking to hire a Private Client Tax Senior to join their exciting and growing team.
Posted by Atomic Practice Recruitment • Competitive
Atomic is delighted to be partnering with an ambitious firm in North West London, looking to recruit a Personal Tax Advisor to join their growing team.
The firm, which was established over 50 years ago, assists clients and business owners across numerous sectors.
Their approach is friendly and personal, after all, they are also business owners, giving clients first-hand commercial experience