Personal Tax Manager

Agility Resoucing; Liverpool; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading investment institution in Liverpool is seeking a Personnel Tax Manager to oversee a portfolio of prestigious clients. This role requires a strong attention to detail, excellent communication skills, and experience in personal tax. You will be responsible for preparing tax returns, advising clients on tax matters, and managing client relationships effectively. This position offers a supportive and modern work environment with competitive benefits.

Benefits

25 days holiday entitlement

Pension

Health cover and annual medical

Qualifications

• 3 years of personal tax experience required.
• Continuous learning to ensure compliance with regulations.
• Strong attention to detail and accuracy necessary.

Responsibilities

• Prepare and submit client tax returns to HMRC.
• Provide tax advice to clients and investment managers.
• Manage client communication effectively.

Skills

Attention to detail

Verbal and written communication

Word and Excel proficiency

Client relationship management

Education

CTA qualification

3 years' personal tax experience

Job description

We are looking for a talented and passionate Personnel Tax Manager to play a key role in the continued growth of one of the UK's leading investment institutions.
providing personal tax, probate and trust services to high net worth and diverse clients.

You will need to use your passion for tax to provide excellent financial services You will be responsible for the effective and efficient management of a portfolio of prestigious clients. Additionally, you'll also have enthusiasm and desire for continuous learning to support the team in their development, training, technical support and quality control.

Key accountabilities

• Collation of information in order to enable the preparation and submission to HMRC of clients Tax Returns and calculation of tax liabilities accordingly
• Provide advice to clients and investment managers regarding all tax related matters, to include interaction with complex financial structures as appropriate
• Efficient client handling by means of correspondence, telephone conversations, e-mails and/or at meetings
• Liaise with colleagues to relay or provide technical information and general advice as required
• Remain objective under pressure and continue to work productively and in a focussed way
• Present a positive and professional manner to clients, colleagues and professional contacts in order to market the services of the company at all times

Person Specification

• CTA qualification preferred but not as essential as experience
• 3 years' personal tax experience
• Continuous learning to ensure compliance with regulatory bodies
• Strong attention to detail, high level of accuracy, strict deadlines
• Strong Word and Excel skills
• Demonstrable verbal and written communication skills, given this client facing role
• To inspire trust in others by treating both clients and colleagues fairly and honestly, maintaining confidentiality at all times
• Supportive and creative work environment
• Modern offices
• 25 days holiday entitlement
• Pension
• Health cover and annual medical

For a confidential chat or to get more detail please call Peter on 07928 592504

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