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- Tasks: Manage personal tax compliance and advisory services for a diverse client portfolio.
- Company: Join a prestigious Wealth Management firm in Liverpool, known for its rapid growth.
- Benefits: Enjoy a salary up to £45,000, excellent bonuses, and hybrid working options.
- Why this job: Be part of a dynamic team, delivering impactful tax advice and enhancing client relationships.
- Qualifications: Must be fully CTA Qualified with a relevant degree and strong communication skills.
- Other info: This role offers a chance to work in a supportive environment with opportunities for professional growth.
The predicted salary is between 36000 - 54000 £ per year.
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x3 Finance Manager (CTA Qualified) URGENT, scotland, uk
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Client:
Location:
scotland, uk, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
88f19d40f328
Job Views:
6
Posted:
25.06.2025
Expiry Date:
09.08.2025
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Job Description:
Up to £45,000 plus excellent bonus and benefits
Hybrid working available!
Due to rapidly expanding business needs, a fantastic opportunity has arisen for 3 Tax and Finance Managers to join a prestigious Wealth Management firm in Liverpool. You will be responsible for providing both personal tax compliance and advisory services to clients through managing a portfolio and supporting the team. It is essential that candidates are fully CTA Qualified
Responsibilities of the Tax Manager to include:
- Personal Tax Compliance & Advisory Services: Provide comprehensive personal tax compliance and advisory services, effectively managing a diverse portfolio of individual clients.
- Portfolio Management: Oversee a portfolio of personal tax compliance accounts, ensuring accurate and timely delivery of services.
- Support to Tax Director: Assist the Tax Director in delivering expert advice on UK income tax, capital gains tax, inheritance tax, and matters of residence and domicile.
- Client Planning & Advisory: Identify and advise on strategic planning opportunities for clients, particularly during tax return reviews and other relevant communications.
- Team Collaboration: Collaborate effectively with the team to meet deadlines and exceed client expectations.
- Teamwork & Delegation: Work well within a team, delegating tasks efficiently to junior team members.
- Work-In-Progress (WIP) Management: Manage WIP effectively, including setting and meeting client expectations, ensuring recoverability, proposing fees, invoicing, and timely cash collection.
- Risk Management: Demonstrate strong risk management skills, particularly in client acceptance and engagement processes.
- Technical & Market Awareness: Stay informed about technical and market developments, ensuring up-to-date knowledge and practices.
Requirements for the successful Tax Manager to include:
- Fully qualified Chartered Tax Adviser (CTA) is essential
- A degree or equivalent qualification in a relevant field.
- Excellent communication and interpersonal skills.
- Strong attention to detail and multitasking ability.
- Knowledge of tax law and regulations.
- Proficiency in tax software and related systems.
- A commitment to delivering outstanding client service.
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.
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x3 Finance Manager (CTA Qualified) URGENT employer: Montpellier Resourcing
Contact Detail:
Montpellier Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land x3 Finance Manager (CTA Qualified) URGENT
✨Tip Number 1
Network with professionals in the finance and tax sectors, especially those who are already working in wealth management. Attend industry events or webinars to make connections that could lead to referrals for the Finance Manager position.
✨Tip Number 2
Stay updated on the latest tax laws and regulations relevant to personal tax compliance. This knowledge will not only help you in interviews but also demonstrate your commitment to the role and the firm’s needs.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed client portfolios in the past. Highlight your experience in providing tax advisory services and how you’ve successfully navigated complex tax situations.
✨Tip Number 4
Familiarise yourself with the company’s values and recent developments in the wealth management sector. Tailoring your conversation to align with their goals can set you apart during the interview process.
We think you need these skills to ace x3 Finance Manager (CTA Qualified) URGENT
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your CTA qualification and relevant experience in personal tax compliance and advisory services. Use specific examples that demonstrate your ability to manage a diverse portfolio and support team collaboration.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key responsibilities mentioned in the job description. Emphasise your expertise in UK income tax, capital gains tax, and your commitment to delivering outstanding client service.
Showcase Your Skills: In your application, clearly outline your technical knowledge of tax law and regulations, as well as your proficiency in tax software. Mention any relevant achievements that demonstrate your strong attention to detail and multitasking abilities.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects your professionalism and attention to detail, which are crucial for this role.
How to prepare for a job interview at Montpellier Resourcing
✨Showcase Your CTA Qualification
Make sure to highlight your CTA qualification during the interview. Discuss how your training has prepared you for the role and provide examples of how you've applied your knowledge in real-world scenarios.
✨Demonstrate Portfolio Management Skills
Be ready to discuss your experience with managing a diverse portfolio of clients. Share specific examples of how you've ensured timely delivery of services and met client expectations, as this is crucial for the role.
✨Emphasise Team Collaboration
Since teamwork is essential for this position, prepare to talk about your experiences working within a team. Highlight instances where you successfully delegated tasks or collaborated to meet deadlines.
✨Stay Updated on Tax Regulations
Show your commitment to staying informed about tax law and market developments. You might want to mention any recent changes in tax regulations that could impact clients, demonstrating your proactive approach to client advisory.
