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The Company: A well respected and professional financial planning firm with ambitious growth plans The Role: The Financial Adviser will be a Level 4 Diploma qualified Adviser, who will be responsible for one-to-one meetings with employees of various Companies (clients), involving discussions around how they can best utilise their Workplace Pension as part of their overall financial plan but. The Financial Adviser will understand when and how to amalgamate pensions, overall pension or investment targeting, including efficient use of Mortgages. The Financial Adviser will identify when to use other financial products such as ISAs, protection policies, cash accounts, NS & I, when Buy to Let and alternative investments might be appropriate as part of a financial plan, helping those to identify how best to save for retirement. The Financial Adviser my create Presentations that could include general financial planning guidance, announcing changes in workplace benefits such as pension scheme switching or the introduction of new features such as Salary Sacrifice implementation. The Financial Adviser role will support Employee guidance that will entail Tax and Allowance calculations and will create employee-facing documents that help explain financial services products or concepts in a way that the anyone would find accessible. The Financial Adviser will maintaining an online Literature Library designed to explain the most common personal finance and benefits issues to employees. The Financial Adviser will manage relationships, ideally with employers (the clients) as well as individuals. The Candidate Level 4 Financial Planning Diploma – essential Good working knowledge of workplace Pensions and Group Risk products as well as individual personal finance products, including with-profits and historic pension contracts Great with people – enjoy providing solutions and able to explain things simply for anyone to understand Good knowledge of Microsoft Outlook, Word, Powerpoint and Excel CeMap or MAQ mortgage qualification

Clark Wood are currently working with a progressive and expanding firm of chartered accountants in Birkenhead who are looking to recruit a Personal Tax Senior to join their growing team. This is an excellent opportunity for an experienced Personal Tax professional to take ownership of a varied portf

A step up for an ambitious Personal Tax professional This is an excellent opportunity for an experienced Personal Tax professional who wants to move into a role offering greater responsibility, exposure to complex work and clear long-term progression. Joining a well-established and growing accountan

Due to this ongoing expansion, they are now looking to recruit a Personal Tax Senior to join their established and collaborative team. Clark Wood are delighted to be working with a progressive, independent accountancy practice in Bolton that is continuing to grow and invest in its tax offering.

A mid-sized Accounting Practice located in Soho is recruiting for a Personal Tax Manager to join their Tax team.

Our client, a highly regarded and expanding Top 20 Accountancy firm with several UK offices and proud member of a renowned International network, seeks to recruit a suitably qualified and experienced Personal Tax Manager to join their Edinburgh team.

An established and growing independent firm of Chartered Accountants with offices across South Yorkshire has an opportunity for a compliance-focused personal tax professional to join the firm. The practice has a strong reputation in the private client market and continues to invest in its tax offeri

As Legal Director responsible for Personal Tax and Cross-cutting Advisory, you will lead a team of over120 highly skilled lawyers who deliver legal services across a wide range of high-impact areas, including all taxes concerning individuals, benefits and credits, commercial law (including procureme

Leicester Area Tax AdvisorWe are actively recruiting for a Tax Advisor position with a well-established and supportive accountancy practice in the Leicester area.

Work however YOU want to work! Sounds great, doesn't it?This globally recognised practice requires a Personal Tax Manager, predominantly hybrid working with a minimum one day a week from the Milton Keynes office, providing you with the freedom to prioritise personal commitments. Reporting into the P

Personal Tax Manager/Senior Manager role in the Personal Tax team, based in Taunton or Bristol office. Have experience of working at a similar level within Private Client/Personal Tax. Albert Goodman is a firm of Chartered Accountants, Tax Consultants and Financial Planners, providing high-quality a

A leading UK tax consultancy is seeking a Personal Tax Assistant Manager to join their expanding team. The role involves providing tax compliance and advisory services to a diverse client base, including high net worth individuals. The ideal candidate will have strong experience in employment tax an

AJ Chambers are currently recruiting for a Personal Tax Senior to work in the Private Client team of a Top 50 Firm in London.

A leading firm of accountants in Brierley Hill is seeking a Personal Tax Senior to manage client portfolios and deliver tax compliance services. Candidates should have at least 3 years of experience in a mixed tax role and possess strong client engagement skills.

Manage a portfolio of personal tax clients end-to-end, including self-assessment, capital gains, and tax planning. Your responsibilities as the Personal Tax Manager will include:. Proven experience in a personal tax role within an accountancy practice.

Advising businesses on employment tax issues on acquisitions or sales of businesses* Remuneration planning including share incentivisation schemes* Capital tax planning, including inheritance tax* Property tax projects* International tax issuesYou will also develop and coach our trainee tax accounta

Advise on Tax Schemes entered into by personal tax clients and options for settlement etc. About the job Private Client- Personal Tax Manager. Private Client- Personal Tax Manager.

You’ll be supported by high profile Partners and an experienced team of personal tax ATTs and CTAs. They are keen to find a CTA qualified personal tax adviser who is ready to take on a Director role. The role requires strong technical knowledge of the income and capital taxes planning issues facin

A reputable accountancy firm in Wanstead is searching for a Mixed Tax Manager to provide corporate and personal tax advisory services. The ideal candidate will have experience in corporate tax within a UK firm and possess preferred qualifications like CTA, ACA, or ACCA. In this role, you will delive

A leading tax consultancy firm in Leeds is seeking a dedicated Personal Tax Assurance/Compliance Manager to manage high-quality tax compliance and assurance services.

Are you looking to progress your personal tax career with a high-profile team, offering supported progression, high-end tax work and flexible hybrid working? Do you have experience of advising HNW entrepreneurial private clients and their families?. We’re working with a prominent accountancy firm

The role involves simplifying complex financial topics and staying current with UK tax laws.

A leading boutique consultancy is seeking an experienced Associate Director for UK/US personal tax. The ideal candidate will possess a degree and experience in handling complex tax issues.

Our client are looking for a dedicated and experienced Personal Tax Assurance/Compliance Manager to join our Private Client Tax Team in. The successful candidate will be responsible for managing and delivering high-quality tax compliance and assurance services to a diverse portfolio of clients, incl

A leading accountancy practice in Chatham is seeking a Personal Tax Advisory Assistant Manager.

A small tax practice in Greater London is looking for a Tax Senior to manage personal taxes for high-profile clients in media and entertainment. The role focuses on a mix of personal and corporate taxes, offering a dynamic environment.

If you are ACCA, ACCA or CTA qualified with strong personal tax experience coupled with some exposure in the corporate tax world, and want to be part of a practice that is going to be taking your career to the next step, then drop me an email with your CV to claire. We are working with a strong perf

A reputable accountancy firm in the UK is looking for a Personal Tax Manager to oversee personal and trust tax returns and provide strategic tax planning advice.

Managing a compliance portfolio of mainly personal and some partnership tax returns, including monitoring of billing and work in progress; you will also meet and liaise with clients to discuss their tax affairs. TPF Recruitment is working with an established, mid-tier Chartered Accountancy practice

This is an excellent opportunity for a Personal Tax Manager - Advisory to advance their career in the professional services industry. We are seeking a skilled Personal Tax Manager - Advisory to join our team in Liverpool. Provide expert advisory services on personal tax matters to a range of clients

The role involves accounts preparation to CT600 level, VAT preparation, and personal tax preparation.

A specialist tax advisory practice is looking for an experienced Assistant Tax Manager in London. This role is focused on managing a diverse client portfolio, ensuring accurate US and UK personal tax compliance. Candidates should have at least 4 years of relevant experience, strong organizational sk

Involvement in general tax planning issues including Capital Gains Tax and Inheritance Tax planning and day-to-day tax advice. The role is responsible for preparing annual self-assessment tax returns, calculating tax liabilities, and corresponding with clients to support them with their tax complian

My client, one of the top firms in the UK, is looking for a dynamic and passionate Senior/Assistant Manager (Personal Tax) to join our team in the heart of London’s Fitzrovia. In this exciting role, you will have the opportunity to manage a portfolio of approximately 350 personal tax clients, incl

Your role as Personal Tax Advisory Assistant Manager. Are you a Private Client Tax specialist looking to focus more on advisory work?. Would you like exposure to complex, bespoke tax planning rather than routine compliance?.

The Senior Associate in Personal Tax Compliance will provide expert advice and services in personal tax compliance matters. A successful Senior Associate - Personal Tax Compliance should have:. Proven expertise in personal tax compliance.

Advising clients on personal tax matters including capital gains tax, property income, and inheritance tax. Experienced in personal tax compliance within an accountancy practice. This is a brilliant opportunity to join a thriving practice as a Personal Tax Senior, where your expertise will be valued

Their Private Client Tax team advises new-money entrepreneurs, HNW families, business owners and non doms / international wealth on all areas of their UK personal taxation. The team is growing and looking to bolster its offering with the appointment of a CTA qualified personal tax Senior Manager or

A growing personal tax firm in Gosforth is seeking a qualified Tax Senior to manage a portfolio of clients, including sole traders and landlords. This full-time role involves preparation of Self-Assessment Tax Returns and identifying tax planning opportunities. Candidates should have strong personal

You’ll play a key role in delivering personal tax advisory services to a HNW client base of new money entrepreneurs, business owners, families and landed wealth. You’ll get involved with a broad range of private client tax work including succession planning, the use of trusts and family investme

A leading tax advisory firm in London seeks a Personal Tax Senior/Supervisor to manage a diverse portfolio of personal tax clients. Candidates should be ATT or CTA qualified, possess international tax exposure, and exhibit strong communication skills. Responsibilities include overseeing tax return p

A leading accountancy firm in Greater London is seeking a Mixed Tax Manager with extensive knowledge of both corporate and personal tax. You will manage a team of junior staff, handle your own client portfolio, and assist in delivering value-added tax services.

A recruitment partner is seeking a Senior Tax Consultant for the UK Personal Tax sector. The ideal candidate will have a strong understanding of VAT and Corporation Tax, alongside excellent communication skills to manage HMRC enquiries. Apply now to join a dynamic team and advance your career in tax

You will reasonable for circa 200 ultra high-net worth clients personal tax compliance affairs and supporting with ad hoc planning. You should have a proven track record in personal tax compliance, and strong client management skills. Market Lead West Midlands Tax Practice.

A well-established accountancy practice in the UK is seeking a Mixed Tax Manager for personal and corporate tax advisory work. A candidate with strong experience in personal and corporate tax, who's adept at building client relationships, will thrive in this flexible, hybrid working environment. Thi

An established accountancy practice in Rochester is looking for a Personal Tax Senior to join their successful tax team. The role involves providing personal tax compliance and advisory services to a range of clients, including sole traders and partnerships.