Tax Manager- Wealth Management Firm, Offices Near Hemel Hempstead, Up

Financial Divisions; Hemel Hempstead; On-site; GBP 40,000 - 60,000; Full time

Job summary

A well-established Tax and Investments Consultancy seeks a Tax Consultant/Manager to join their supportive team near Hemel Hempstead. The role involves managing a portfolio, providing tax advice and compliance for HNW individuals, and engaging in various advisory tasks. The successful candidate will enjoy a collaborative environment with opportunities for progression and development.

Benefits

Supportive environment

Opportunities for progression

Bonus

Qualifications

• Management experience within tax is essential.
• Professionally qualified (ATT) or equivalent experience required.
• Experience with trusts and corporation tax is beneficial.

Responsibilities

• Manage a portfolio of clients providing tax advice and support.
• Undertake tax returns and residency queries.
• Contribute to the development of the client portfolio.

Skills

Client Management

Tax Advisory

Portfolio Management

Education

ATT Qualified

Job description

Location : Offices Near Hemel Hempstead (Hertfordshire)

Collaborative Supportive Environment, Bonus

Financial Divisions is partnering with an established Tax and Investments Consultancy with offices near Hemel Hempstead to support the recruitment of a Tax Consultant/ Tax Manager. This firm is dedicated to supporting their clients by providing comprehensive business advisory services; their ethos revolves around working in partnership to nurture enduring relationships, allowing them to understand their clients' goals and support their day-to-day actives as well as supporting their future aspirations.Tax Consultant role:

• Managing a portfolio of clients and providing any tax advice and support required.
• Undertaking tax Returns, CGT returns, and dealing with residency queries.
• HMRC letting campaign responses and negotiations.
• Contributing to the development of the portfolio, dealing with new client's enquiries.
• Supporting and managing the team.

Suitable Candidate for the Tax Consultant:

• Previous experience within a management capacity within tax.
• Professionally qualified or holds the relevant experience to undertake the role; - ATT Qualified
• Experience of trusts and Corporation tax an advantage but not a prerequisite.
• manage the day-to-day compliance for 200 HNW individuals
• Also deal with trust work including accounts, administration, and trust tax work.
• Get involved in a wide range of advisory work including residence and domicile advice, IHT and CGT advice.
• Assist the investment team with advice on tax.
• Liaise with HMRC, clients and third-party advisors.
• Has a desire to support clients business activities alongside developing new client relationships.
• Experience of managing a portfolio and deadlines.

Additional benefits and information for the role of Tax Consultant:

• Opportunity for future progression
• Supportive and collaborative environment