Associate Director Private & Trusts Assurance

Private & Trusts Assurance Team - Senior Advisor Role

The role is a senior technical role with two complementary purposes: ensuring the quality and accuracy of our most complex compliance work, and helping to realise the full advisory potential of our client relationships. You will work closely with a dedicated Director and the wider Private teams.

Technical Review - Complex Tax Returns

You will take responsibility for second reviewing the most technically demanding and interesting personal tax returns in the portfolio. Key areas include:

• Private equity transactions
• Trust income and gains
• Exempt income and reliefs, including EIS/SEIS claims, pension related matters and other statutory exemptions
• Residence and domicile elements including the remittance basis, foreign income and gains claims and associated compliance requirements
• Cross border income, foreign tax credits and double tax treaty claims
• Complex capital gains computations, including business asset disposal relief

Advisory - Identifying and Delivering Client Opportunities

A core part of this role is helping the team to leverage the existing portfolio for advisory work. You will:

• Identify advisory opportunities as they arise from return preparation and review work and technically driven initiatives and bring these to the attention of the client responsible Director
• Liaise with internal colleagues to support their clients, including attending calls and assisting with pitch documents and quotes
• Deliver advisory work across a broad range of personal tax areas, including: UK and international residence and domicile, double tax treaties and cross border structuring, income extraction strategies for owner managed businesses and family offices, inheritance tax, estate planning including the use of trusts
• Work closely with the dedicated Director and, where relevant, specialists across the firm to ensure that advice is commercially sound and technically robust
• Help to develop and maintain client relationships, supporting the Director in client facing conversations and written advice

Team Support and Development

• Act as a technical resource for colleagues with ad hoc questions when preparing or reviewing tax returns
• Review and provide feedback on work prepared by more junior members of the team, including advisory projects
• Contribute to team knowledge sharing, including internal training or technical updates where appropriate
• Help embed good practice and consistency in the team's approach to complex compliance and advisory work

Skills and Experience

• Extensive experience of personal tax compliance, including the preparation or review of complex self assessment returns
• Strong technical knowledge across income tax, capital gains tax and inheritance tax
• Understanding of trust taxation - both UK and, ideally, non UK trusts - as it relates to personal tax returns
• Familiarity with non domicile and international tax matters, including the remittance basis, FIG claims, accessing the transitional repatriation facility and double tax treaty claims
• Experience of private equity related tax issues - carried interest, co investment, management arrangements - would be an advantage
• Proven ability to identify advisory angles and translate technical knowledge into practical, client focused advice
• Experience of contributing to or delivering written advisory work, not just compliance
• Comfortable in client facing situations, with the ability to communicate complex tax issues clearly to sophisticated but non technical clients
• Collaborative working style and a genuine interest in supporting the development of more junior colleagues
• Good judgement about when to escalade and when to take ownership, and an organised approach to managing a varied workload across review, advisory and support responsibilities

Benefits

• Competitive salary and reward package
• Tailored development programmes and access to coaching
• Flexible bank holidays
• Pension, life assurance and private medical benefits
• Additional holiday purchasing and health benefits
• Discounts on shopping, gym memberships and financial advice

Working Arrangements

We have a trust based way of working, driven by responsible people who have the best interests of our firm and our clients at heart. Work can be done flexibly, with options for reduced contracted hours, working over a shorter period, or via a 'how we work' framework. Employees have the right to request a flexible arrangement through our flexible working policy.