Tax Advisor

We are working with a quick-growing advisory tax firm, based in Market Harborough, who are seeking to hire a job opportunity for a Tax Advisor. This role is suited to someone with related or relevant experience for a crucial role.

The company are welcoming both full-time and part-time applicants.

You will work closely with the owner and client lead, with full support given and development towards becoming a valued advisor on offer.

Key Responsibilities:

• Drafting comprehensive tax advisory reports covering Stamp Duty Land Tax (SDLT), Capital Gains Tax (CGT), Inheritance Tax (IHT), and company restructuring matters.
• Preparing and issuing client engagement letters and managing the onboarding process for new and existing clients.
• Preparing and issuing invoices, ensuring accurate billing and effective administration of client matters.
• Liaising directly with HMRC in relation to client affairs, enquiries, disclosures, and compliance matters.
• Assisting with the preparation and submission of inheritance tax forms, as well as the creation, registration, and ongoing administration of trusts.
• Arranging, attending, and leading client meetings to discuss tax planning opportunities, compliance obligations, and advisory matters.
• Supporting business development initiatives through client relationship management, networking, and identifying opportunities for additional services.
• Drafting and submitting a range of tax returns, ensuring compliance with relevant legislation and filing deadlines.
• Assisting with the incorporation and formation of companies, including the preparation of associated documentation.
• Conducting detailed research into complex tax legislation and case law, applying technical analysis to client-specific circumstances and providing practical recommendations.
• Supporting senior advisers on tax planning projects for individuals, trusts, and corporate clients.
• Maintaining up-to-date knowledge of tax legislation and regulatory developments to ensure accurate and commercially focused advice.

Benefits:

• Competitive salary in line with market rate
• Open to both full-time and part-time applicants
• Study support for ATT or CTA after probation
• Flexible working hours
• Hybrid working after probation
• Free parking
• Annual bonus scheme
• Progression and professional development opportunities
• Annual salary reviews