Private Client Tax Adviser - Fully Remote
pro tax serviceDenver, CO
Private Client Tax Adviser - Fully Remote
L5
pro tax serviceDenver, CO4 days ago
Private Client Tax Adviser Fully Remote | Full-Time or Part-Time | Up to £45,000 FTE
Private client tax work without the commute, rigid office hours or corporate machine.
This is an opportunity to join a specialist private client tax practice established in 2008, advising individuals, families, trusts and estates across the UK.
The role can be offered on either a full-time or part-time basis, with a minimum commitment of approximately 20 hours per week. It is fully remote, with flexibility around how your working hours are structured.
Preparing and reviewing Self Assessment Tax Returns
Managing personal tax compliance for individuals and high-net-worth clients
Preparing Trust and Estate Tax Returns
Preparing Estate Accounts for executors and personal representatives
Preparing IHT400 Inheritance Tax Returns and associated schedules
Advising on inheritance tax, estate planning and succession matters
Dealing with capital gains tax, including property disposals and family transactions
Assisting with trust taxation and administration
Supporting executors, solicitors and families throughout the estate administration process
Advising on foreign income and internationally connected individuals
Preparing EIS and SEIS claims
Liaising with HMRC
Building long-term relationships with clients and professional advisers
The firm is experiencing growth in its estate administration work, so experience preparing Estate Accounts and IHT400s would be particularly valuable.
About you:
You will be an experienced private client tax professional with a good grounding in UK personal taxation. You may currently be working in an accountancy practice, specialist tax team or private client solicitors' firm.
Personal tax compliance
High-net-worth individuals
Trust taxation
Estate administration
Estate Accounts
IHT400s
Inheritance tax and succession planning
Capital gains tax
EIS and SEIS
Working directly with clients and professional advisers
You do not need experience in every area listed, but you will need to be technically capable, organised and comfortable managing your own workload.
As the role is fully remote, you must be able to work independently and deliver high-quality work without requiring close day-to-day supervision. You should be comfortable working towards agreed deadlines, managing several assignments at once and communicating confidently with clients, solicitors, accountants and financial advisers.
ATT, CTA or STEP/TEP qualifications would be welcomed, although relevant practical experience will also be considered.
What's on offer? Full-time or part-time working
Minimum approximately 20 hours per week
Fully remote working
Flexible working hours
Up to £45,000 FTE, depending on experience and qualifications
Potential for future salary progression
Varied and technically interesting private client tax work
Direct client contact and responsibility
The opportunity to work closely with solicitors, accountants and financial advisers
Senior technical support when required
The chance to become an important part of a growing specialist practice
If you are looking for greater flexibility without giving up interesting work, technical variety or meaningful client relationships, this could be an excellent opportunity.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
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Level
SeniorL5
Location
Denver, CO
Occupation
Tax Preparers
Industry
Tax Preparation Services
Posted
4 days ago
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