Personal Tax Consultant

4 weeks ago


Liverpool, Liverpool, United Kingdom Jefferson Wells Full time
Position Overview

Jefferson Wells is collaborating with a prominent Financial Institution in search of a Personal Tax Consultant.

In this role, you will report directly to the Tax Director and be responsible for delivering personal tax compliance and advisory services to a diverse portfolio of clients.

Key Responsibilities
  • Manage a comprehensive portfolio of personal tax compliance.
  • Assist the Tax Director in providing expert advice on UK income tax, capital gains tax, inheritance tax, as well as residence and domicile matters.
  • Identify and advise on planning opportunities that may arise from tax return assessments or other communications.
  • Support personal tax filings while overseeing the financial and risk management aspects of client engagements.
  • Recognize advisory opportunities and effectively deliver tailored advice to clients.
  • Contribute to the development of the wider team through coaching, mentoring, and knowledge sharing.
Qualifications

The ideal candidate will possess:

  • Strong risk management capabilities, particularly concerning client acceptance and engagement.
  • A proven history of delivering personal tax compliance and advisory services.
  • Experience in collaborating within a team to manage client relationships, projects, and personnel.
  • Expertise in risk management, especially in relation to client acceptance and engagement.
  • Ability to manage work in progress (WIP), billing, and debtors within the client portfolio.


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