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Tax Manager

2 months ago

Liverpool, United Kingdom Davies Talent Solutions Full time

Our client, an ambitious & well-established Wealth & Investment Management firm are looking to appoint a Personal Tax Manager.

The role will see you providing a range of tax advice to clients, whilst supporting the Tax Director with client management, identifying tax advisory opportunities and supporting the on-going development of the team.

Key Responsibilities:

  • Manage a portfolio of personal tax clients, ensuring compliance with all tax regulations.
  • Prepare and submit accurate tax returns, including income tax, capital gains tax, and inheritance tax.
  • Provide expert tax advice to clients, identifying planning opportunities and mitigating potential tax risks.
  • Work closely with clients to understand their financial circumstances and provide tailored solutions.
  • Collaborate with colleagues across the business to ensure seamless client service.
  • Maintain strong working relationships with clients, colleagues, and external stakeholders.
  • Contribute to the development of the tax team through knowledge sharing and mentoring.

The ideal candidate will have a proven track record in personal tax compliance and advisory. You will have strong technical knowledge of UK tax; possessing excellent communication and interpersonal skills with an ability to work independently and as part of a team; and experience in managing client relationships and expectations.

This is an exciting opportunity with a clear career progression pathway.