Tax Manager (Wealth Management) URGENT x3

TN United Kingdom; Nordsee-Treene; Hybrid; GBP 45.000 - 52.000; Vollzeit

Zusammenfassung

An established industry player is seeking three Tax Managers to enhance their Wealth Management team in Liverpool. This hybrid role offers a competitive salary of up to £45,000 plus excellent bonuses and benefits. As a Tax Manager, you will provide comprehensive personal tax compliance and advisory services, manage a diverse portfolio, and support the Tax Director with expert advice on UK tax matters. The ideal candidate will be a fully qualified Chartered Tax Adviser (CTA) with strong communication skills and a commitment to outstanding client service. Join this prestigious firm and make a significant impact on clients' financial success.

Qualifikationen

• Fully qualified Chartered Tax Adviser (CTA) is essential.
• Degree or equivalent qualification in a relevant field.

Aufgaben

• Provide personal tax compliance and advisory services.
• Manage a diverse portfolio of individual clients.
• Collaborate with the team to exceed client expectations.

Kenntnisse

Tax Compliance

Advisory Services

Portfolio Management

Communication Skills

Attention to Detail

Ausbildung

Chartered Tax Adviser (CTA)

Degree in Relevant Field

Tools

Tax Software

Jobbeschreibung

Social network you want to login/join with:

col-narrow-left

Client:

Location:

north england, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

84b87ec5bb2a

Job Views:

4

Posted:

07.05.2025

Expiry Date:

21.06.2025

col-wide

Job Description:

Up to £45,000 plus excellent bonus and benefits

Hybrid working available!

Due to rapidly expanding business needs, a fantastic opportunity has arisen for 3 Tax Managers to join a prestigious Wealth Management firm in Liverpool. They have a Trusts function in their Liverpool office. You will be responsible for providing both personal tax compliance and advisory services to clients through managing a portfolio and supporting the team. It is essential that candidates are fully CTA Qualified.

Responsibilities of the Tax Manager to include:

• Personal Tax Compliance & Advisory Services: Provide comprehensive personal tax compliance and advisory services, effectively managing a diverse portfolio of individual clients.
• Portfolio Management: Oversee a portfolio of personal tax compliance accounts, ensuring accurate and timely delivery of services.
• Support to Tax Director: Assist the Tax Director in delivering expert advice on UK income tax, capital gains tax, inheritance tax, and matters of residence and domicile.
• Client Planning & Advisory: Identify and advise on strategic planning opportunities for clients, particularly during tax return reviews and other relevant communications.
• Team Collaboration: Collaborate effectively with the team to meet deadlines and exceed client expectations.
• Teamwork & Delegation: Work well within a team, delegating tasks efficiently to junior team members.
• Work-In-Progress (WIP) Management: Manage WIP effectively, including setting and meeting client expectations, ensuring recoverability, proposing fees, invoicing, and timely cash collection.
• Risk Management: Demonstrate strong risk management skills, particularly in client acceptance and engagement processes.
• Technical & Market Awareness: Stay informed about technical and market developments, ensuring up-to-date knowledge and practices.

Requirements for the successful Tax Manager to include:

• Fully qualified Chartered Tax Adviser (CTA) is essential
• A degree or equivalent qualification in a relevant field.
• Excellent communication and interpersonal skills.
• Strong attention to detail and multitasking ability.
• Knowledge of tax law and regulations.
• Proficiency in tax software and related systems.
• A commitment to delivering outstanding client service.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.