Position Summary

Based in Guernsey the Associate will be responsible for growing and managing a portfolio of institutional and private clients, providing UK and Guernsey tax advisory and tax compliance services, ensuring high levels of client service on a timely basis.

To generate new business via existing clients and intermediary contacts.

To support and grow the team in the provision of high-quality UK tax services both to local fiduciaries and the international market (UK and elsewhere).

Specific Duties

  • Provide written technical advice to clients.
  • Build and maintain strong relationships with clients and intermediaries.
  • Lead meetings with clients and intermediaries.
  • Deliver consistent, high-quality service across your client portfolio to ensure exceptional customer experiences.
  • Oversee client onboarding in KYC360 ensuring timely and efficient turnarounds.
  • Take responsibility for the billing of client portfolio, billing once work is completed.
  • Monitor debtors and action if necessary.
  • To ensure all LTS procedures are carried out correctly including client on boarding, risk management, AML.
  • Manage workload effectively to ensure service targets are met.
  • Mentor and manage junior team members, assisting with their development and career progression.
  • Monitor and take responsibility for own performance management in order to meet commercial and developmental goals.
  • Consult and escalate issues and exceptions to a Director to alleviate problems or risks.
  • Help create an environment that is flexible/adaptable/able to change to the demands of new business and existing business flow, championing change.

The candidate will ideally have:

  • Chartered Tax Advisor qualification (or equivalent).
  • Demonstrate an extensive technical knowledge of Guernsey & UK taxation.
  • The necessary skills to work as part of a team, liaising with solicitors, accountants and clients of LTS Tax both in the UK and overseas.
  • Confidence to work unsupervised and to supervise others in relation to the management of the taxation and financial affairs of high-net-worth individuals.
  • The ability to communicate decisions and performance expectations clearly.
  • The ability to manage/lead others to drive and execute tasks.
  • The ability to foster collaboration and teamwork across LTS Tax.
  • The ability to anticipate the long-term impact of all decisions.
  • Be a brand ambassador for LTS Tax and maintain a high standard of professionalism.
  • A commitment to providing quality client service.

 

For further information on this role please contact [email protected]

 

Closing date for applications 23 November 2026