Tax Advisor

As a result of increasing business, we are looking for a new tax advisor to work as part of the Tax Advisory team dealing with bespoke tax advisory projects over a wide range of personal and business tax areas, serving the needs of our clients and our non-tax staff.

You will work on delivering on a project either as part of a team or working individually

• CTA qualified or qualified by experience (with 3+ years’ experience of providing tax advice to clients)
• PQE desirable but not a deal breaker
• Corporate Tax experience is preferred
• Adapts style to needs of situation
• Analytical but able to see the “bigger picture”
• Strong business acumen and commercial awareness
• Understand impact on others
• Ability to meet targets & deadlines
• Ability to prioritise workload and exceed expectations of clients
• Ability to balance needs of the business and the client

• Participation in our Four Day Working Week (after successfully completing probationary period)
• Paid time off to volunteer and help the community in a way you are passionate about
• At least 25 days holiday plus bank holidays. Additional holidays will accrue from your third year of being in our team
• Your birthday off each year, if it is a normal working day, to do something special
• Open communication and honest discussions encouraged to develop the business
• Following our Career Pathway there is the opportunity to advance in the organisation

• Work positively with clients to help the company gain a high customer satisfaction score (Net Promoter Score)
• Demonstrate behaviour in accordance with company’s values
• Minimise client churn by being genuinely proactive with clients, identify opportunities to deliver ‘wow’ moments with clients and manage client expectations
• Mitigate risk when giving specialist tax advice so the company or client doesn’t face any unexpected or adverse impacts as a result of the advice

• Happy to contribute to the company’s marketing plan through, for example, attending events, building own network or drafting content for use in the company’s marketing channels
• Be knowledgeable about the different services of the Robson Laidler Group and when clients may need these services so that cross-selling or upselling opportunities are identified

• To act as a role model demonstrating high standards of work performance, achievement and conduct
• Work to achieve productivity targets and exceed specific role requirements and KPIs
• Keep yourself up-to-date with: technical updates, especially changes in tax regulations
• Attend technical and soft skills/management training/leadership courses as identified
• Invest in own skillset to be able to deliver a proactive business advisor service to help own clients achieve their business and personal goals
• Take ownership for own development and personal workload by:
  • Plan ahead for annual performance reviews and two other 1:2:1s with your line manager
  • Provide regular performance feedback to the people you work with.
  • Regularly ask for feedback on own performance from your line manager and people who you work with
• Give as much emphasis to company’s overall vision and goals as day-to-day objectives
• Attend and contribute in the company’s Meetings

For more information or to apply for this role, please tell us why you would like to be part of our team and forward your CV to: r