Insite Group
Private Client Tax Associate Director
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Private Client Tax Associate Director (Private & Trusts Assurance)
Milton Keynes, Buckinghamshire - hybrid working
£70,000 - £80,000 + benefits!
The Role:
This is a senior technical role with two complementary purposes: ensuring the quality and accuracy of my clients most complex compliance work, and helping to realise the full advisory potential of their client relationships. You will work closely with a dedicated Director and the wider Private teams.
Key Responsibilities - Technical Review:
You will take responsibility for second-reviewing the most technically demanding and interesting personal tax returns in the portfolio. Examples of the type of areas you would be expected to review 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
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Advisory:
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
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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. This role does not include preparation of trust accounts or 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
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