Job Description

Overview of WBR Group

WBR Group - SSAS | Tax | Law | Actuarial specialises in Small Self-Administered Scheme (SSAS) administration, actuarial and property solutions, law and tax advisory services. As the UK's largest independent provider of SSAS services, we offer personalised and proactive administration and trustee services. Our tax experts bring over 100 years of experience from top 10 accountancy firms, advising clients ranging from high-net-worth individuals to multinational companies.

Role Summary

This role requires a skilled tax professional with a broad understanding of tax advisory concepts and planning. Experience in Private Client is preferred, but understanding across the spectrum is desirable. The individual will be responsible for managing complex tax projects including oversight of all elements from engagement through to completion, and ensuring an excellent client service. The role demands strong project management skills, including the ability to work independently, delegate tasks effectively, and utilize business systems proficiently. As the primary point of contact for clients, the professional must communicate effectively with all stakeholders, coordinate with associated advisers, and promote collaborative working within the team. Commercial awareness is crucial, with the individual expected to contribute to monthly targets, identify additional tax planning opportunities, and suggest improvements to tools and processes.

Key Accountabilities

Responsible for the delivery of tax advisory projects with a project delivery plan and is the first point of contact for clients on their projects and takes ownership of project delivery.
Can support Directors in new client conversations and winning new work often taking ownership of communication and delivery of proposals and illustrations to demonstrate the value of tax advice to potential clients.
Can prepare detailed technical notes and carry out specific research as required to support tax advice or the structuring of new advisory solutions for clients.
Able to effectively delegate tasks to junior members to manage workload and support delivery of projects.
Carrying out analysis and calculations of tax liabilities and financial data and presenting this in a clear format for interpretation and use within the advisory project.
Leads project team discussions and contributes to the identification of tax solutions for our clients.
Able to maintain delivery of projects against agreed objectives and take proactive steps to achieve those objectives.
Engage in continuous learning and development to stay updated with the latest tax laws and practices.
A role model for junior members demonstrating appropriate professional behaviour and able to support the development of their technical and professional skills.

Skills & Experience

Experience:

At least 3 - 5 years of personal tax advisory experience.

Demonstrated experience in a tax practice environment.

Technical Skills:

Advanced knowledge of tax laws and regulations.

Strong analytical skills to interpret complex financial data and tax implications.

Critical thinking to evaluate different tax scenarios and develop innovative solutions.

Excellent communication skills to explain intricate tax concepts to clients and stakeholders.

Ability to build and maintain strong client relationships.

Project management skills to oversee tax-related initiatives and ensure timely completion.

Ability to stay updated with changes in tax legislation and compliance requirements.

Commitment to continuous professional development and learning.

Qualifications

ATT qualified, but CTA qualification is preferrable.

Other relevant qualifications such as ACA, ACCA, STEP, ADIT are acceptable, but advanced knowledge of relevant tax laws and regulations that would apply to private clients would need to be demonstrated.

Benefits

Hybrid/Remote working considered
4 day working week initiative (with reward time)
25 days annual leave plus bank holidays
Extra day off for your birthday
Ability to buy holiday (up to 5 additional days)
Company Pension
Life Assurance
Group Income Protection
Enhanced Employee Assistance Programme
A range of voluntary benefits such as discounted gym memberships, cycle to work, healthcare cash plan, PMI, critical illness cover.

Job Types: Full-time, Permanent

Pay: 40,000.00-65,000.00 per year

Additional pay:

Bonus scheme
Benefits:

Bereavement leave Casual dress Company events Company pension Cycle to work scheme Employee discount Employee mentoring programme Enhanced maternity leave Enhanced paternity leave Financial planning services Free flu jabs Gym membership Health & wellbeing programme Life insurance On-site parking Paid volunteer time Referral programme Work from home
Schedule:

Monday to Friday No weekends
Application question(s):

Do you have 3-5 years tax advisory experience? Do you have advanced knowledge of tax regulations and law? Are you ATT or CTA qualified?
Work Location: Hybrid remote in Leicester LE19 1RP

Application deadline: 23/05/2025