Tax preparers - accounting

Tax Consultant in the Tax Advisory Department – A role which requires you to support the Tax Director to establish and develop the Tax Advisory department within I Will Solicitors. IHT planning

Succession Planning for families

Family Investment Companies

Structuring businesses and investments in a tax efficient manner.

Long‑term planning for families to build and structure wealth to help achieve objectives (similar to family office)

Pre‑Sale tax planning

Advice relating to tax residence

Working on the ‘usual’ files that are associated with working in a firm specializing in Private Client and Corporate Tax Advisory work. Supporting with client proposals and client onboarding in line with AML regulations.

Maintaining detailed and up-to-date files for quality control and risk management purposes.

Managing the billing on clients, which includes raising invoices in a timely manner at the relevant milestone and also chasing outstanding invoices.

Supporting with marketing and business development initiatives, which may include travel in the UK; and related office, commercial and legal duties.

Preparing marketing material, including information sheets on various items of tax planning. Similarly, preparing material for the website, events, podcasts, etc.

Sharing knowledge with other members of the firm by answering queries, providing advice and training.

Ensuring that all files are managed in accordance with Law Society guidelines, particularly in relation to anti‑money laundering directives and proper accounting procedures.

Ensuring the administration of the office and files is up to date. This includes file closing, archiving, indexing and storing, as well as confidential document storage. Further, this includes ensuring appropriate backup of data.

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