A well recognised and well respected Mid-Tier firm are seeking a Personal Tax Advisor to join their team.
This is a client-facing role where you'll work directly with high-net and ultra-high-net worth individuals and families who have complex UK and cross-border tax issues, often involving residency, domicile, trusts, and offshore structures. You will be expected to provide practical, clear advice and help clients optimise their tax and manage their UK tax compliance obligations in an international context.
Key Responsibilities:
- High degree of autonomy reporting to one of the International Tax partners or Manager depending on their level.
- Client management and communication on a regular basis.
- Prepare and/or review UK Self-Assessment tax returns including reporting of worldwide income, foreign tax credits, complex disclosures and interpretating double tax agreements.
- Prepare and/or review CGT (non-res CGT), ATED, ROE registrations and annual updates, Corporation Tax returns for non-UK resident landlord companies as well as IHT returns in respect of 10-yearly charge, exit charges and chargeable lifetime transfers for offshore trusts.
- Support clients with HMRC enquiries, settlements, and disclosures (e.g. Worldwide Disclosure Facility).
- Provide tailored advice on global mobility including pre-and post-arrival UK tax planning.
- Prepare advisory reports in relation to strategic UK tax planning for international clients and their offshore corporate and trust structures.
- De-enveloping advice in respect of UK properties to include property structuring advice for trading or investment purposes.
- Advise on the changes to UK tax legislation that are relevant to international clients, including the pre-6 April 2025 remittance basis regime, and the new post 5-April 2025 rules, i.e., the 4-year FIG regime, TRF, and long-term residence for IHT.
- Assist with planning around international succession, trusts, and estate tax exposure.
- Liaise with family offices, lawyers, offshore trustees, investment managers, and overseas tax advisors in our network to deliver holistic tax solutions.
- Stay up to date with UK and international tax developments affecting individuals and proactively share insights with the team and clients.
- Get involved in producing marketing material such as articles.
About you:
- Qualifications: ATT, CTA or ACA, or equivalent (at least ATT qualified or part-qualified CTA/ACA - if at senior associate level or fully qualified if at assistant manager and upwards level with strong relevant experience).
- At least 3-4 years in personal tax, ideally in a private client-focused firm or specialist team dealing with international clients.
- Strong grasp of UK non-dom taxation, the remittance basis, and international personal tax concepts such as mixed funds and analysis work.
- Comfortable working with clients who have offshore structures, trusts, or dual residence/tax exposure.
- An organised and meticulous approach to compliance and reporting work and ability to work on multiple clients simultaneously.
- A confident communicator especially with International client's, some of whom require a different approach in explaining complex matters, who builds trust easily and enjoys developing long-term client relationships.
