In House Private Client Tax Advisor at IPS Finance

If you are looking to make the move from an accountancy practice tax role into a senior in-house position then this could be the perfect opportunity.

Reporting to the national Head of Tax in this role you will provide a tax advisory service to individuals, estates and trusts. You will also be playing a key role in the wider team, for example in the management of juniors.

You will be responsible for:
Dealing with complex tax cases for HNWI/UHNWI individuals and their interests. This will include clients with offshore interests.

Advising on IHT, CGT and income tax for individuals

Providing full range of tax advice to trusts and estates

Supporting the compliance teams, through a review and supervisory role

Advising clients on tax issues, and how to minimise their tax liabilities

Providing tax advice and compliance support to other teams

Planning team in connection with estate and trust matters

Helping clients bring their tax affairs up to date using HMRC disclosures

Researching, analysing and interpreting tax legislation

About You

Qualified Chartered Accountant, CTA or ATT with experience in a relevant role

Experience working in a relevant tax role dealing with more complex work

Ability to give expert and authoritative tax advice in specialist and complex areas

Ability to research areas of tax & other topics/issues to maintain expertise

Analysis of complex tax problems, providing interpretation and making recommendations

There is a flexible home/hybrid working policy in place with holidays up to 28 days + stats and a range of benefits attached to this role.