Tax Advisor

Robson Laidler; Chester; Hybrid; GBP 60,000 - GBP 80,000; Full time

Job summary

A regional financial advisory firm seeks a qualified tax advisor in Chester to provide expert tax advice and enhance client relationships. The role involves managing client expectations, contributing to marketing plans, and participating in ongoing professional development. Candidates should have at least 3 years of experience and preferably corporate tax experience. This position offers flexibility with hours and attractive benefits including a Four Day Working Week after probation.

Benefits

Four Day Working Week after probation

Paid time off for volunteering

Birthday off

Career advancement opportunities

Qualifications

• 3+ years of experience providing tax advice to clients.
• Ability to adapt style to the needs of clients.
• Understand impact on stakeholders.

Responsibilities

• Work positively with clients to enhance satisfaction.
• Minimise client churn through proactive engagement.
• Act as a role model in work performance.

Skills

Tax advice

Corporate Tax experience

Analytical thinking

Business acumen

Client relationship management

Education

CTA qualified or equivalent experience

Job description

The job specific requirements we would expect you to demonstrate are:

• CTA qualified or qualified by experience (with 3+ years’ experience of providing tax advice to clients)
• PQE desirable but not a deal breaker
• Corporate Tax experience is preferred
• Adapts style to needs of situation
• Analytical but able to see the “bigger picture”
• Strong business acumen and commercial awareness
• Understand impact on others
• Ability to meet targets & deadlines
• Ability to prioritise workload and exceed expectations of clients
• Ability to balance needs of the business and the client

What you can expect from us:

• Participation in our Four Day Working Week (after successfully completing probationary period)
• Paid time off to volunteer and help the community in a way you are passionate about
• At least 25 days holiday plus bank holidays. Additional holidays will accrue from your third year of being in our team
• Your birthday off each year, if it is a normal working day, to do something special
• Open communication and honest discussions encouraged to develop the business
• Following our Career Pathway there is the opportunity to advance in the organisation

Job overview:

Client Relationships

• Work positively with clients to help the company gain a high client satisfaction score (Net Promoter Score)
• Demonstrate behaviour in accordance with company’s values
• Minimise client churn by being genuinely proactive with clients, identify opportunities to deliver ‘wow’ moments with clients and manage client expectations
• Mitigate risk when giving specialist tax advice so the company or client doesn’t face any unexpected or adverse impacts as a result of the advice

Business Development

• Happy to contribute to the company’s marketing plan through, for example, attending events, building own network or drafting content for use in the company’s marketing channels
• Be knowledgeable about the different services of the Robson Laidler Group and when clients may need these services so that cross‑selling or upselling opportunities are identified

People Development

• To act as a role model demonstrating high standards of work performance, achievement and conduct
• Work to achieve productivity targets and exceed specific role requirements and KPIs
• Keep yourself up‑to‑date with: technical updates, especially changes in tax regulations
• Attend technical and soft skills/management training/leadership courses as identified
• Invest in own skillset to be able to deliver a proactive business advisor service to help own clients achieve their business and personal goals
• Take ownership for own development and personal workload by:
  • Plan ahead for annual performance reviews and two other 1:2:1s with your line manager
  • Provide regular performance feedback to the people you work with.
  • Regularly ask for feedback on own performance from your line manager and people who you work with
• Give as much emphasis to company’s overall vision and goals as day‑to‑day objectives
• Attend and contribute in the company’s Meetings

Hours of work:

Permanent, Full Time – 36.5hrs but will consider Part Time.

Location:

Jesmond and Chester le Street.

For more information or to apply for this role, please tell us why you would like to be part of our team and forward your CV to: [e-mail]