Tax Adviser - Wealth Management

Job Title: Tax Adviser - Wealth Management
Contract Type: Permanent
Location: City of London, London
Salary: £60000.00 - £65000.00 per annum + Benefits
Reference: 3568118_1555060044
Contact Name: Alex Stirling
Contact Email:
Job Published: April 12, 2019 10:07

Job Description

Leading Wealth Management business looking to recruit a Tax Adviser for their Central London team.

Your new company

Leading Wealth Management business looking to recruit a Tax Adviser for their Central London team.

Your new role

The tax team sit beside our wealth management team providing a holistic and bespoke service to our clients.

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 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;
  • Developing junior members of staff
  • Reviewing the work of other members of the team

What you'll need to succeed:
  • CTA qualified.
  • Over 5 years' previous experience in a tax/accountancy firm.
  • Experience of dealing with a wide range of personal tax planning.


  • Experience of managing your own portfolio of clients.
  • Must have strong technical abilities and convey credibility.
  • Must be able to clearly explain complex tax issues to colleagues and clients.
  • Must be able to take ownership and manage their own workflow with minimal input from management, set their own goals and plan how to achieve them.
  • Must be presentable to a wide range of clients.
  • Must appreciate the demands of working within an ever-growing business. This will at times involve taking on unfamiliar tasks and managing large workloads.

What you'll get in return

This is a great opportunity for an ambitious, qualified tax adviser to continue building their career and client relationships in a fast-paced environment.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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