Tax Compliance Specialist

3 weeks ago


Liverpool, Liverpool, United Kingdom Experis Full time

We are seeking a highly skilled Personal Tax Manager to join our team at Experis. As a key member of our financial services team, you will be responsible for providing personal tax compliance and advisory services to our clients.

Key Responsibilities:

  • Manage a portfolio of personal tax compliance
  • Support the Tax Director in providing UK income tax, capital gains tax, inheritance tax, residence and domicile advice
  • Recognise and advise on planning points for clients that may arise as a result of tax return reviews or other correspondence
  • Work successfully with the team to ensure that deadlines and client expectations are met
  • Support personal tax filings, manage the financial and risk management of client work, and identify advisory opportunities and deliver advice
  • Support the wider team from a coaching, mentoring and learning perspective
  • Strong WIP management, including managing client expectations, recover-ability, proposing fees, invoicing and collecting cash on a timely basis
  • Strong risk management skills, including in relation to client acceptance and engagement
  • Keep up-to-date with technical and market developments

Requirements:

  • CTA qualified
  • Proven track record of delivering personal tax compliance and advisory services
  • Experienced with working as part of a team on client relationships, projects and people management
  • Experienced with risk management, including in relation to client acceptance and engagement
  • Able to manage WIP, billing and debtors on client portfolio

If you are a motivated and experienced tax professional looking for a new challenge, please apply with your CV so we can schedule a confidential call.



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