x3 Finance Manager (CTA Qualified) URGENT

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

Job summary

A prestigious Wealth Management firm in Liverpool is seeking a fully qualified Tax Manager. You will manage personal tax compliance and advisory services for a diverse client portfolio. The ideal candidate has a Chartered Tax Adviser (CTA) qualification and excels in communication, attention to detail, and client service. This role offers hybrid working and competitive remuneration including an excellent bonus and benefits.

Benefits

Bonuses

Hybrid working

Qualifications

• Fully qualified Chartered Tax Adviser (CTA) is essential.
• A degree or equivalent qualification in a relevant field.
• Excellent communication and interpersonal skills.

Responsibilities

• Provide comprehensive personal tax compliance and advisory services.
• Oversee a diverse portfolio of individual clients.
• Assist the Tax Director in delivering expert tax advice.

Skills

Communication skills

Attention to detail

Multitasking ability

Knowledge of tax law

Client service commitment

Education

Chartered Tax Adviser (CTA)

Degree in relevant field

Tools

Tax software

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 and Finance Managers to join a prestigious Wealth Management firm in Liverpool. 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.