This candidate is being represented to the market exclusively with Howett Thorpe. Working with their current firm since 2022, they have thoroughly enjoyed their time there but are seeking a step up in their career in terms of both responsibility and career opportunity moving forward. Having worked with this individual in the past, I can confirm their feedback from the client has been outstanding. The candidate has a passion for Personal Tax, working with a diverse range of clients and the various challenges that inevitably presents. They have also gained a wealth of experience within Trusts & Estates, with just two STEP exams remaining, this is an area of Personal Tax they particularly enjoy.

An impeccably well-spoken and presented individual, making them an obvious choice for working with HNWI and forming long lasting client relations in general. This individual is coming to the market to take the next step up from their current role, ideally working with an established Personal Tax team where they can continue their route of career trajectory and personal development.

Exposure includes:

  • Specialising within the Trusts & Estates department, working with a diverse portfolio of clients
  • Capital gains tax calculations for the UK for non-UK residents, Trusts and Estates
  • Corporation Tax
  • Submitting HMRC claims for residency certificates and penalty waiver
  • Assessment of Tax for companies on ATED

System exposure: Xero, Sage, QuickBooks, CaseWare, CCH, FreeAgent

Qualifications:

  • ATT – Member since 2021
  • STEP Certificate
  • STEP Diploma – Currently studying
  • ICAEW – Certificate in Finance, Accounting & Business

Notice period: 1 month

Candidate ref: 116596

 

To discuss this candidate or request a full CV, please contact:

Jack Thorpe – 01252 718777

Jack.Thorpe@howett-thorpe.co.uk