RRemoteville
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Senior Technical Consultant

Skills
Analytical SkillsIndividual TaxationLegislative RelationsMessagingPFSPlanning ConsultancyProposition Development
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Qualified to at least CII/PFS Diploma level or equivalent professional qualification in tax, trusts (such as ATT or STEP), or appropriate degree
  • Experience in providing tax planning consultancy/guidance
  • Ability to simplify complex legislation for varied audiences, especially financial advisers and their clients

Day to day

  • Provide expert holistic tax planning consultancy in the field of personal taxation, trusts, and wealth transfer
  • Support business proposition development and campaign activity by providing consultancy, including the generation of ideas and thought leadership
  • Communicate complex tax and estate planning information to financial advisers, translating it into practical implications for them and their clients