Private Client Tax Senior - ATT/CTA Path

Due to extensive growth and multiple acquisitions, Fusion Consulting Group are looking to recruit an experienced Tax Senior to play an instrumental role in the running of our Private Client Tax function.

Job Summary

Our business is geared towards providing Taxation services to a broad range of clients including expats, non-UK residents and to support High Net Worth clients, Entrepreneurs and Trusts through the life cycle of their business.

We are looking for a Tax Senior who is ATT qualified and ideally has a view towards completing their CTA.

Job Role and Responsibility:

• Preparation and submission of tax returns for a portfolio of clients, including reviewing tax returns of juniors
• Speaking with clients and prospects (over the phone) answering tax queries
• Assisting the wider tax team with tax return reviews from outsourcing company
• Assisting in preparation of written private client tax advice in report format to clients
• Managing client relation relationships and expectations, which would involve monitoring of IRIS on a weekly basis to ensure a number of issues and deadlines are being met
• Assisting with update of our internal CRMs and client portals of new enquiries
• Various ad hoc work as and when it arises
• Although this role is compliance-based, there is the scope to work within other areas and get more involved in advisory as your role develops.
• We'll also offer you the opportunity of future progression and development, including full study support towards your professional qualification.

Person Specification:

• Must be ATT qualified
• Previous exposure within a similar role in a medium size practice
• Strong technical tax knowledge and practical expertise within the private client tax arena, with demonstrable broad experience of the tax affairs of non-domiciled individuals, entrepreneurs and share schemes for small and medium-sized enterprises
• Aptitude for research and the ability to prepare complex written advice/calculations
• Strong communication skills, be it face-face, email or in writing, and have an emotional intelligence in dealing with sensitive private client matters e.g. divorce cases, business partner disputes
• Some experience in identifying opportunities for business development on tax clients and across other service lines would be advantageous

What we offer:

• Private medical insurance
• Group life insurance
• Breakfast club
• An additional day off for your Birthday every year
• Tailored training and development plans for every employee

Job Type: Full-time, Monday-Friday (Fridays WFH)

Email:

About Fusion Consulting Group:

Fusion is a multi-discipline consulting practice assisting entrepreneurial businesses and private clients by delivering an end to end solution throughout their business journey.

Fusion crafts client solutions using its in-house team of highly skilled consultants with a diverse range of expertise within International Taxation, Company Accounting, Digital Marketing, IT Strategy, Business Advisory, Legal Services and Financial services ensuring a joined up approach and seamless client experience. For more information, please visit: fcg.co.uk

Fusion Consulting Ltd is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Marlborough House
298 Regents Park Road
London N3 2SZ