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Personal Tax Advisor

3 months ago

Liverpool, Liverpool, United Kingdom Davies Talent Solutions Full time

About the Role:

Davies Talent Solutions is seeking a dedicated Personal Tax Manager to join a reputable Wealth & Investment Management firm. In this pivotal role, you will be responsible for delivering comprehensive income, capital gains, and inheritance tax guidance 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 advice, identifying strategic planning opportunities and minimizing potential tax liabilities.
  • Engage with clients to gain insights into their financial situations and provide customized solutions.
  • Collaborate with team members across the organization to deliver exceptional client service.
  • Foster and maintain robust relationships with clients, colleagues, and external partners.
  • Enhance the capabilities of the tax team through mentorship and knowledge sharing.

Candidate Profile:

The ideal candidate will possess a solid background in personal tax compliance and advisory services. You should have in-depth knowledge of UK tax regulations, particularly in income tax, capital gains tax, and inheritance tax. Strong communication and interpersonal skills are essential, along with the ability to work autonomously and collaboratively. Experience in managing client relationships and expectations is highly valued.

This position offers a unique opportunity for career advancement, allowing you to develop a team and assume leadership roles.