Individual Tax Advisory Manager

4 weeks ago


Liverpool, Liverpool, United Kingdom Davies Talent Solutions Full time

About the Role:

Davies Talent Solutions is representing a reputable Wealth & Investment Management firm seeking to hire a Personal Tax Manager. This pivotal role involves delivering expert advice on income, capital gains, and inheritance tax to a diverse clientele.

Key Responsibilities:

  • Oversee a portfolio of personal tax clients, ensuring adherence to all relevant tax legislation.
  • Accurately prepare and file tax returns, including those for income tax, capital gains tax, and inheritance tax.
  • Offer specialized tax guidance to clients, pinpointing planning opportunities and minimizing potential tax liabilities.
  • Engage with clients to gain insights into their financial situations and propose customized solutions.
  • Collaborate with team members across the organization to deliver a cohesive client experience.
  • Foster and maintain robust relationships with clients, colleagues, and external partners.
  • Play a role in the growth of the tax team through knowledge sharing and mentorship.

Candidate Profile:

The successful candidate will possess a solid background in personal tax compliance and advisory services. You should have a deep understanding of UK tax regulations, particularly in income tax, capital gains tax, and inheritance tax. Exceptional communication and interpersonal skills are essential, along with the ability to work autonomously and collaboratively. Experience in managing client relationships and expectations is also crucial.

This position offers an exciting opportunity for career advancement, with the potential to lead a team and take on greater responsibilities.



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