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Career Opportunities


MAIN PURPOSE OF TAX ADVISER ROLE

We are currently seeking a Spanish legal/tax professional to work in London within our team of private client tax advisers to provide our financial advisers/clients with personal tax advice covering primarily Spain and the UK. Our clients are retired UK nationals in Spain, France, Portugal, Cyprus and Malta. The opportunity exists for the successful candidate to also learn private tax planning in the other countries in which we operate.  Fluency in Spanish is a prerequisite, and training will be provided as necessary. The candidate will report to the Senior Manager, Wealth Structuring.

Key responsibilities

Primary Responsibilities

  • Understanding income tax, capital gains tax, and gift/inheritance as they impact retired UK nationals.
  • Writing client advice reports.
  • Producing tax calculations.
  • Providing telephone and email technical support to our financial advisers.
  • Monitoring the market for tax/legal changes and communicating the changes to the business and updating our internal technical guides.


Depending on background and experience (perhaps after training) be able to...

  • Review a person’s domicile position and prepare reports regarding that client’s domicile position.
  • Calculate things like calculating 10-year charges, relevant income pools, stockpiled gains and the gains on life assurance policies.


Key Competencies

Planning and organising

  • Planning, prioritising and organising work effectively.
  • Managing yourself, resources, and time to reach a specific goal.


Analytical decision making

  • Identifying and solving problems using insight and experience to make good decisions.
  • Gathering relevant information, identifying important issues, and drawing conclusions.


Organisational awareness

  • Understanding the company and your role within it, and how your own actions affect the wider business.


Client focus

  • Identifying, understanding and giving priority to meeting the needs of clients.


Team work

  • Being able to work effectively with others.
  • Taking actions which respect the needs and contributions of others.
  • Helping to shape the agreed way of working and then supporting it.


Communication

  • Expressing ideas effectively, both verbally and in writing, in individual and group situations, adjusting language, terminology and non-verbal communication as appropriate.


Performance focused

  • Knowing how to get the work done most effectively and delivering a high-quality service in good time.
  • High level of attention to detail


Experience and qualifications

Essential

  • The candidate will have at least 2 years’ experience giving doing private client Tax/Legal Adviser for a minimum of 2 years.
  • They will need to have good Spanish personal tax knowledge.
  • They will hold an appropriate professional qualification such as, LLB, LLM, ATT, CTA etc. 
  • Strong verbal and written communication skills are essential.
  • Speak and read Spanish fluently.


Desirable

  • Knowledge and experience of advising on UK residence and domicile issues for people both leaving and entering the UK.
  • Experience with the taxation of single premium life insurance bonds is a distinct advantage.
  • Experience dealing with parties to a trust, including client-facing experience.
  • Ability to speak French or Portuguese.


The candidate must be prepared to travel within Europe (usually 2 to 3 times a year) as required.


   If you’re interested and qualified for the role, please email us  your CV and a cover letter.