Financial Services Manager

3 weeks ago


Belfast, United Kingdom VANRATH Full time
Job Title: Financial Services Manager

VANRATH represents a reputable mid-sized accountancy practice focused on delivering exceptional client service. This firm provides bespoke tax and financial solutions to individuals and businesses. We are seeking a skilled Personal Tax Manager to join our dynamic team.

Key Responsibilities:
- Manage the personal tax compliance process for a portfolio of clients, including high-net-worth individuals, business owners, and trusts.
- Ensure timely and accurate preparation and submission of self-assessment tax returns.
- Liaise with HMRC on behalf of clients, handling queries and correspondence effectively.

Tax Advisory:
- Provide strategic tax planning and advisory services, including inheritance tax, capital gains tax, and income tax optimization.
- Advise clients on tax implications of various financial decisions, business transactions, and investments.
- Identify opportunities for tax efficiencies and risk mitigation.

Client Management:
- Build and maintain strong client relationships, acting as a trusted advisor.
- Deliver clear and concise advice tailored to individual client needs.
- Keep clients informed of relevant changes in tax legislation and their potential impact.

Team Collaboration and Leadership:
- Work closely with other departments to provide seamless service to clients.
- Mentor and support junior staff, sharing expertise and fostering their professional development.

This is an exciting opportunity for a CTA-qualified tax professional with a passion for delivering high-quality advisory and compliance services. The estimated salary for this role is £60,000 - £80,000 per annum.

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