- Providing beginning to end private/personal client tax advice
- Producing written tax advice
- Speaking with clients and prospects (over the phone) and answering queries
- Ensuring the delivery of a high-quality personal tax service to our clients
- Preparation of written private client tax advice in report format to clients
- Managing client relation relationships and expectations, which would involve monitoring of IRIS on a weekly basis to ensure a number of issues and deadlines are being met
- Assisting with update of our internal CRMs and client's sales
- Assisting with update of our internal CRMs and client portals of new enquires
- Attending client meetings where relevant
- Must be CTA qualified with at least 4 years exposure working within practice
- Strong tax technical and practical expertise within the private client tax arena with demonstratable broad experience of the tax affairs of non-domiciled individuals, entrepreneurs, and landlords
- Managerial experience would be advantageous
- Aptitude for research and the ability to prepare complex written advice/calculations
- Strong communication skills, be it face to face, email or in writing, and have emotional intelligence in dealing with sensitive matters e.g divorce cases, business partnership disputes
- Some experience in identifying opportunities for business development on tax clients and across other service lines would be advantageous
- Strong IT skills with Microsoft - notably Excel
- Basic salary of up to £75,000pa - £85,000pa, depending upon experience
- Additional commission scheme
- A day off for your Birthday every year
- FusionPoints bonus scheme
- Private medical insurance
- Group life assurance
- Individually tailored training and development plans for all members of staff
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Senior Tax Advisor - London, United Kingdom - Fusion Consulting Group
Description
Senior Tax Advisor
Due to extensive growth, Fusion Consulting Group are looking to recruit a Senior Tax Advisor to join a leading Professional Services Group in London. This will be based out of our private client division.
The group has several subsidiaries ranging from Tax, Accounting, Legal, Financial Services and Executive Recruitment. Our mission is to disrupt the disjointed Professional Services space.
Job Description
The Senior Tax Advisor will assist the Fusion Tax Practice which comprises of UK private client service provision to a number of clients around the globe.
Our business is geared towards providing Taxation services to a broad range of clients including expats, non UK residents and to support High Net Worth clients, Entrepreneurs and Trusts through the life cycle of their business.
We are looking for a Tax Advisor who is CTA qualified. The role offers variety, autonomy and the opportunity to work with an incredibly broad range of clients.
Responsibilities
Person Specification:
What we Offer
Job Type: Full-time, Mon-Fri 9am to 5pm
Job Location:
London, Finchley N3
About Fusion Consulting
Fusion is a multi-discipline professional services group offering 360o advisory services to private clients and fast-growth businesses. We assist entrepreneurial businesses and private clients by delivering an end-to-end solution throughout their business journey.
Fusion crafts client solutions using its in-house team of highly skilled consultants; we deliver value by harnessing our experience in both practice and industry, with a range of expertise within International Taxation, Company Accounting, Executive Recruitment, IT Strategy, Business Advisory, Legal Services and Financial Services ensuring a joined-up approach and seamless client experience.
Equal Opportunities
Fusion Consulting Ltd is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.