Senior Tax Adviser

Marks Sattin is delighted to partner with an award-winning specialist Tax Advisory firm to recruit an experienced Senior Tax Adviser.

This role is ideal for a CTA-qualified tax professional who enjoys working on technically complex advisory projects, mentoring colleagues and building trusted client relationships.

The successful applicant will play a key role in delivering bespoke tax planning strategies, focussed around personal tax planning such as Inheritance Tax, including the use of Trusts, and Family Investment Companies.

• Lead the planning and delivery of complex tax advisory and restructuring projects from initial strategy through to completion.
• Develop detailed project plans, ensuring clear timelines, responsibilities and successful delivery.
• Oversee project implementation, including instructing solicitors, coordinating HMRC submissions and maintaining regular communication with clients and key stakeholders.
• Review the work of Tax Advisers and Junior Tax Advisers, ensuring technical accuracy, compliance and adherence to best practice.
• Review HMRC clearance applications, technical reports, restructuring plans and associated documentation.
• Identify additional tax planning opportunities to help clients minimise tax liabilities while remaining fully compliant with current legislation.
• Build and maintain strong client relationships by delivering clear, practical and commercially focused tax advice.
• Support, coach and mentor junior members of the team, contributing to their ongoing technical and professional development.

• CTA qualified (or equivalent).
• Experience across direct taxes, including:
  • Inheritance Tax
  • Capital Gains Tax
  • Corporation Tax
  • Income Tax
• Strong experience in personal tax planning, including trusts, Family Investment Companies and estate planning.
• Excellent technical research skills with the ability to interpret legislation and advise on complex tax matters.

• Up to £90,000 starting salary
• Company car or car allowance
• Profit share scheme
• Private medical insurance
• Flexible working hours
• Regular team lunches and rewards
• Team-building events
• Ongoing professional development and career progression
• A collaborative, supportive and highly respected advisory team