Personal Finance Manager
1 month ago
We are seeking an experienced Personal Finance Manager to join our team at Taxadvisermagazine.
The ideal candidate will have a deep understanding of personal finance and the ability to advise HNWIs, entrepreneurs, business owners and wealthy families on all areas of their personal taxation.
You will be responsible for overseeing personal tax compliance and identifying planning opportunities for a portfolio of local and London clients.
Main Responsibilities:
- Take responsibility for a portfolio of HNW clients.
- Oversee personal tax compliance.
- Identify and advise on planning opportunities.
Key Details:
- Estimated Salary: £65,000 - £85,000 per annum.
- Autonomous role with opportunities for professional growth.
- Boutique advisory firm with a strong reputation.
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