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Tax Compliance Manager

3 months ago

Liverpool, Liverpool, United Kingdom Davies Talent Solutions Full time

Company Overview:

Davies Talent Solutions is a reputable firm specializing in Wealth & Investment Management, committed to delivering exceptional service to our clients.

Position Summary:

We are seeking a Personal Tax Manager to join our dynamic team. In this role, you will be responsible for offering comprehensive advice on income, capital gains, and inheritance tax matters to our esteemed clientele. You will also play a vital role in assisting the Tax Director with client relations, recognizing advisory opportunities, and fostering the continuous growth of our team.

Key Responsibilities:

  • Oversee a diverse portfolio of personal tax clients, ensuring adherence to all relevant tax laws and regulations.
  • Accurately prepare and file tax returns, including those related to income tax, capital gains tax, and inheritance tax.
  • Deliver expert tax guidance to clients, pinpointing planning opportunities and addressing 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 ensure a cohesive client experience.
  • Establish and maintain robust relationships with clients, colleagues, and external partners.
  • Support the development 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. Excellent communication and interpersonal skills are essential, along with the ability to work autonomously and collaboratively within a team. Experience in managing client expectations and relationships is also crucial.

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