Tax Manager (Wealth Management) URGENT x3

Montpellier Resourcing; Scotland; Hybrid; GBP 38,000 - 45,000; Full time

Job summary

A prestigious Wealth Management firm in Liverpool seeks a Tax Manager to provide personal tax compliance and advisory services. The ideal candidate must be fully CTA qualified and hold a relevant degree. Responsibilities include managing a diverse portfolio and supporting the team. The role offers a salary of up to £45,000 with excellent bonuses, and hybrid working is available.

Benefits

Excellent bonus and benefits

Qualifications

• Fully CTA Qualified.
• Degree in a relevant field is preferred.
• Proficiency in tax software.

Responsibilities

• Provide personal tax compliance and advisory services.
• Oversee a portfolio of tax compliance accounts.
• Assist the Tax Director with expert advice on tax matters.
• Identify strategic planning opportunities for clients.
• Collaborate with the team to meet deadlines.
• Manage Work-In-Progress effectively.
• Demonstrate strong risk management skills.
• Stay informed about technical and market developments.

Skills

Excellent communication and interpersonal skills

Strong attention to detail

Multitasking ability

Knowledge of tax law and regulations

Proficiency in tax software

Education

Degree or equivalent qualification in a relevant field

Fully qualified Chartered Tax Adviser (CTA)

Job description

Tax Manager (Wealth Management)

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 Tac Managers to join a prestigious Wealth Management firm in Liverpool. heir 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.