Tax Advisor

Job Description

We are seeking a knowledgeable Tax Advisor to join our team in Reading. The successful candidate will provide expert guidance on tax regulations, compliance, and strategies to optimise client tax positions. You will work closely with clients to understand their financial situations and deliver tailored solutions.

Responsibilities

• Advise clients on tax-efficient strategies.
• Prepare and review tax filings and documentation for accuracy.
• Conduct client workshops to educate on taxation and compliance.
• Assist with audits and tax examinations as required.
• Collaborate with other professionals to provide comprehensive financial advice.
• Maintain knowledge of tax law changes and their implications for clients.
• Develop and implement processes to enhance client service.
• Analyze client portfolios for potential tax savings.
• Prepare reports and presentations as needed.
• Build long-term relationships with clients to foster trust and loyalty.

Requirements

Education

• Bachelor's degree in a relevant field
• Master's degree is an advantage

Experience

• 5+ years of experience in tax advisory roles

Technical Skills

• Tax Planning
• Regulatory Knowledge

Soft Skills

• Interpersonal Skills
• Organisational Skills

Certifications

• Chartered Financial Analyst (CFA)
• Certified Public Accountant (CPA)

Languages

• English: Fluent

Advantageous

• Experience in estate planning: Understanding of estate planning and inheritance tax issues.
• Knowledge of tax-efficient investments: Expertise in identifying tax-efficient investment opportunities.

Benefits

• Comprehensive health and wellness benefits
• Access to employee assistance programmes
• Career advancement opportunities
• Social events and team-building activities

Company Culture

• Diversity: We celebrate our diverse workforce and promote inclusivity.
• Continuous Learning: We nurture continuous learning and professional development.
• Client-focused: Our clients are at the forefront of everything we do.