Tax Consultant - Exeter, United Kingdom - The Fry Group

The Fry Group

Verified Company

Exeter, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

About the role

We are looking to bring on board a Tax Consultant to work closely with our Tax Managers and support our growing team.

The team currently undertakes high end income and capital tax planning work and compliance for HNWI, internationally mobile individuals and Trusts.

You will be trusted with your own client compliance allocation, working with tax managers across our busy tax team.

Many of those clients will also be the clients of our financial planning arm and the excellent client service you provide will help to support and nurture that relationship.

In supporting a financial planning team, we see a wide variety of income sources and assets, that fall within personal taxation.

This role will be varied and is away from the norm of a tax team within an accountancy practise. Support towards CTA will be provided, if desired.

Essential Criteria

ATT Qualified and be maintaining your CPD
Competent in managing your own portfolio of clients
CCH experience (preferable)
Excellent Microsoft word and excel skills
Keen to work within a large supportive team
Excellent analytical and time management skills with attention to detail

Location
This role will be based in our Exeter office. We operate hybrid working enabling home and office working. This role is full time, but we are happy to talk flexible working.

Benefits

30 days holiday plus public holidays
Wellbeing day
Birthday holiday
Volunteering day
Private medical insurance, 24/7 digital GP and health advice
Employee assistance programme providing support for your mental and physical health
Group pension scheme
Life assurance scheme
Financial wellbeing guidance
Eyecare vouchers
Family leave
Hybrid working
Referral scheme

About the Company
In 2023, The Fry Group was acquired by The Progeny Group.

The Progeny Group create, enhance, and preserve wealth.

We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services.

We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.

At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change.

We created the Progeny Foundation to support local charities including Zarach and we have recently achieved the globally recognised B-Corp certification.

In 2022, we continued to onboard new team members and made 85 hires, resulting in an overall growth of 42%.

We are the proud winners of the Yorkshire Financial Awards 2023 Best Employer award for the second year running.

Progeny is also a signatory of the HM Treasury Women in Finance Charter demonstrating our commitment to playing our part in building a more balanced and fair financial services industry.

We pledge to promote gender diversity in the workplace and to supporting women's progression into senior roles.

About our recruitment process
In the first instance, please submit a CV and answer the screening questions.

The recruitment process will consist of:
- a general experience interview
- a technical interview

To recruitment agencies:

We will not accept unsolicited or speculative CVs and will not be responsible for any fees related to such introductions.

We respectfully ask that agencies do not contact us in regard to vacancies advertised on our careers page.