My client is a boutique consulting firm that specialises in giving expert advice to Professional Services businesses
My client offers tax consultancy services to both professional firms and directly to entrepreneurs, businesses and individuals. They see themselves as a trusted 'Tax Partner' and pride themselves on supporting accountants, lawyers, trust companies and other professional firms in servicing, keeping and winning clients through technical tax know-how and practical experience. Additionally, a vital part of the work they undertake focuses on managing wealth for entrepreneurs, individuals and families by minimising their potential tax liabilities and maximising tax reliefs opportunities.
Provide technical advice and support to clients of the firm on employee share schemes and related issues, many of whom are accountants and fellow professionals, both verbally and via written correspondence. Provide specialist technical advice on complex situations to provide innovative solutions that add value to the client.
Participate in the design and implementation of employee share schemes and assist with the associated reporting obligations.
Work in collaboration with the Director to build awareness and recognition in the market of their Employer Consulting offering and to develop and grow the Employer Consulting team.
Be able to assist and manage a range of share incentives implementation, tax consultancy and transactional work. Dealing with technical correspondence and queries, gathering input from other colleagues as and when necessary and discussing with Director, who will review work.
Start to build profile and rapport with clients, whether they are accountants, lawyers, individuals or corporate clients. Develop a network of professional contacts outside of the firm by use of technology and social media.
Make time to keep up to date with tax journals, HMRC announcements and maintain a general tax awareness.
Assist with marketing initiatives and build knowledge and awareness of all aspects of the firm's service to help identify opportunities to cross sell services. This may involve participation in both lecturing, the writing of articles for tax publications and delivery of webinars.
Be pro-active and identify opportunities to act on the interpretation of new legislation with a view to winning new work in conjunction with the Director.
Act with honesty and integrity in all dealings
A suitable candidate will ideally be CTA qualified with 2 years' post-qualification experience, although we would consider a lawyer with tax experience.
Ideally with a background in employment taxes with knowledge of personal taxes. Some experience of corporate taxes would be also beneficial.
Experience of dealing with employee share schemes and a keenness to expand their knowledge and expertise in this area, as well as being willing to take on some of the legal work related to employee share schemes.
A good understanding and awareness of tax compliance requirements.
Business development and marketing of tax services.
Able to use the functionality of Word and Excel to a high standard, strong, effective research skills.
If you want to hear more, please contact Anna-Marie Tucker on 020 7269 2235