Mason and Dale pleased to be recruiting a fantastic Tax Advisory role.

Ready to take your tax career to the next level? Join our vibrant and fast-paced Tax Team as a Tax Adviser! This is an amazing opportunity for an ambitious, qualified tax professional to make an impact from day one.

As a Tax Adviser, you'll manage a diverse portfolio of personal tax clients, provide expert advisory and compliance services, and collaborate closely with our Financial Advisers. Your role will include:

• Delivering top-notch client service by building and maintaining strong client relationships.

• Creating personalised tax strategies and planning financial futures.

• Supporting our Financial Adviser Team with tax planning for mutual clients.

• Preparing and submitting individual returns by tax deadlines.

• Advising on tax-efficient remuneration strategies, share schemes, and exit strategies.

• Handling estate planning, tax residence, domicile matters, and HMRC enquiries.

• Coaching and mentoring junior team members, leading training sessions, and providing feedback.

Key qualifications:

• Private client tax experience in professional services or industry.

• CTA qualification desireable but not essentional

• Exceptional organisational and communication skills.

• Experience managing your own portfolio of clients.

• Ability to plan workload, delegate effectively, and meet deadlines.

• Excellent written communication and interpersonal skills.

• Team player who can support junior colleagues and collaborate with Financial Advisers and Tax Advisers.

If you’re ready to make a significant impact and grow with us, apply now to be part of our close-knit team and deliver a proactive, holistic service to our clients!