Tax Advisor (ref 1284)

Birketts is a full service, UK Top 50 law firm. With a heritage spanning 160 years, we have more than 700 lawyers and legal professionals based in Bristol, Cambridge, Chelmsford, Ipswich, London, Norwich and Sevenoaks. We advise businesses, government and public sector organisations and individuals in the UK and internationally across four principal practice groups: property, corporate services, litigation and private client advisory.

We are defined by our Next Level Law proposition. We work with our clients as a proactive partner, horizon scanning and thinking ahead to the changes, challenges or opportunities that they may face.

Next Level Law is also applied to our people. Our collegiate culture means everyone is encouraged to achieve their next level in everything they do. RollOnFriday recently ranked us as the 5th best law firm to work at in 2024.

With our ambition to succeed, comes a strong desire to make a positive contribution to the communities we serve, and we are committed to delivering the objectives set out in our ESG strategy. Diversity plays an integral part in all that we do, with female partners comprising 40% of our partnership.

The department

The Tax and Trusts Team has experienced a period of continued growth and investment and are part of the full service Private Client Advisory Department. The Team specialises in:-

• providing tax advice to private clients and trustees regarding particular events or transactions and dealing with the associated tax reporting;
• administration and taxation of trusts for individuals, families and charities. We offer a bespoke service in administering trusts, tailored to the specific needs of individual trustees and beneficiaries.

Purpose of job

To provide tax advice to high net worth individuals and trustees on particular events or transactions and to deal with associated tax reporting (including 60 day CGT returns, IHT returns and personal tax returns).

To provide assistance to the Partner head and to work alongside/provide support to the Senior Tax Advisor within the Team in dealing with tax work generated from internal and external sources and to help develop and generate new work. Consequently the role will include business development activities as well as tax technical and compliance work. The individual will also provide assistance to our International Tax Advisory Team on dealing with any private client tax reporting aspects.

Accountabilities

• Tax planning in relation to income tax, capital gains tax and inheritance tax, advising personal, trust and estate tax clients.
• Dealing with all forms of personal tax (including managing a small portfolio of personal clients) reporting including review of work and supervision and development of more junior colleagues
• Development of personal tax work and participate in business development activities

The candidate

Our ideal candidate will be someone who:-

• is a personal tax advisor able to advise on a range of personal taxes including income tax, capital gains tax and inheritance tax;
• has some knowledge of Trusts;
• is experienced in all forms of personal tax;
• has a formal tax qualification (ideally at CTA level);
• has previously participated in business development activities;
• enjoys being part of a team and takes initiative;
• has an interest in making use of tech to improve efficiency both in terms of advice and tax compliance

Equal opportunities

At Birketts, our culture is driven by ambition and a commitment to positively impact all the communities we serve. We are dedicated to the success, development, and wellbeing of our colleagues, helping them achieve their goals and seize the opportunities that come with our growth.

Alongside a flexible and inclusive work environment, we offer the following core benefits:

• 25 days holiday (FTE) plus Bank Holidays rising to 30 days with service
• Long Service holiday award – 1 extra week every 10 years continuous service
• Private Healthcare with BUPA (offered after probation is passed)
• Scottish Widows Pension Scheme (5% employer / 5% Employee)
• Staff Profit Share and Individual Performance Bonus Scheme
• Salary sacrifice (Pensions, Staff Profit Share)
• Life Assurance - 4 x salary / Permanent Health Insurance
• Paid CSR Day
• Enhanced Maternity/Paternity Leave
• Subsidised gym membership
• Electric car scheme
• Agile/Hybrid Working Policy
• Dress for your Day Policy

https://www.birketts.co.uk/recognition-reward-benefits/

Birketts is a flexible business which has embraced a hybrid working model where our colleagues enjoy a mix of home and office working. We welcome applications from people looking for flexible, agile, and part-time roles and we are happy to explore your preferred working patterns as part of your application.

Please note that this job profile is not an exhaustive list of duties but merely an outline of the key components of the role. You may be required by your line manager to take on additional responsibilities when requested.

Birketts is committed to being an Equal Opportunity Employer. Our policy is unequivocal: we do not tolerate discrimination based on age, disability, sex, race, religion or belief, gender reassignment, marriage or civil partnership, pregnancy or maternity, or sexual orientation.

We pride ourselves on being an inclusive organisation that actively promotes equality of opportunity for all, valuing the right mix of talent, skills, and potential. We welcome applications from a diverse range of candidates, and selection for roles is based solely on individual merit.