Personal Tax Advisor

Salary/Rate:Excellent salary + benefits
Job type:Perm
Town/City:Cardiff
Location:Glamorgan
Industry:Accountancy Firm
Job ref:JB000685/14
Post Date:10. 09. 2024
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About the Role

Opportunity in a Top 20 firm.

This firm seeks a highly skilled Tax Specialist to join them. The ideal candidate will be responsible for managing and preparing complex personal tax returns for high-net-worth individuals, non-domiciles, and trusts. Their focus is on delivering exceptional service while providing strategic tax planning advice to our diverse clientele.

Key responsibilities include analysing financial information, preparing tax returns using specialized software, and drafting comprehensive client communications. The role involves liaising with HM Revenue & Customs, identifying tax advisory opportunities, and ensuring compliance with all relevant deadlines. The successful candidate will also contribute to consultancy projects, conduct research, and mentor junior staff members.

The ideal applicant will possess a minimum of three years' experience in personal tax within an accounting practice. ATT qualification is required, with CTA pursuit preferred. Equivalent experience may be considered. Proficiency in tax software and intermediate-level skills in Microsoft Office applications are essential. The position demands excellent verbal and written communication skills, meticulous attention to detail, and the ability to manage multiple priorities under strict deadlines.

The successful candidate will play a crucial role in maintaining their reputation for delivering high-quality tax services to our esteemed clientele.

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