Tax Advisor - PCT - Wealth Management, London, to £50k + package and £excellent bonus

Tax Advisor - Wealth Management

Nebula Partners are working within a small wealth management firm which is looking to add to the private client tax team through business growth.

You will manage your own portfolio of personal clients, dealing with all areas of the tax compliance and tax planning. This will involve:

• researching, analysing and interpreting changing tax legislation in the UK;
• meeting with clients and collating information;
• working with tax law and revenue provisions;
• preparing and submitting individual and corporate compliance (tax) returns by the deadline;
• liaising and negotiating with HMRC on behalf of the client;
• creating tax strategies for personal clients and planning their financial futures;
• carrying out detailed computations to calculate tax liability and advising on how to minimise a client's liability;
• establishing and structuring trusts;
• estate planning and advising on tax residence and domicile matters;
• advising on and implementing remuneration strategies, tax efficient share and option schemes and exit strategies;
• producing reports and presentations for clients.

The firm offers a very competitive benefits package with the opportunity to earn quarterly productivity bonuses
and an annual bonus based on performance. There is on-going training and there will be the opportunity to study for the CTA if this is something you'd like to pursue. You should be ATT qualified (or have significant experience) to be able to perform this role and have experience of managing your own portfolio.

Please contact Alex Lawrie for more information