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- Tasks: Join a dynamic team as a Tax Manager, providing personal tax compliance and advisory services.
- Company: Work with 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 supportive culture that values teamwork and client service excellence.
- Qualifications: Must be fully CTA qualified with strong communication and multitasking skills.
- Other info: This role is urgent; apply now to seize this fantastic opportunity!
The predicted salary is between 36000 - 54000 £ per year.
Location: Scotland, UK
Job Category: Other - EU work permit required: Yes
Job Reference: 5c2a8d3b8238
Posted: 02.06.2025
Expiry Date: 17.07.2025
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 Managers to join a prestigious Wealth Management firm in Liverpool. They will be responsible for providing personal tax compliance and advisory services, managing a portfolio, and supporting the team. Candidates must be fully CTA Qualified.
Responsibilities of the Tax Manager include:
- Providing comprehensive personal tax compliance and advisory services, managing a portfolio of clients.
- Overseeing a portfolio of personal tax compliance accounts, ensuring accuracy and timeliness.
- Assisting the Tax Director with advice on UK income tax, capital gains tax, inheritance tax, and residence/domicile matters.
- Identifying and advising on strategic planning opportunities during tax return reviews.
- Collaborating with the team to meet deadlines and exceed expectations.
- Delegating tasks to junior team members efficiently.
- Managing WIP, including setting expectations, invoicing, and cash collection.
- Demonstrating risk management skills, especially in client acceptance.
- Staying informed about technical and market developments.
Requirements:
- Fully qualified Chartered Tax Adviser (CTA) is essential.
- A relevant degree or qualification.
- Excellent communication and interpersonal skills.
- Attention to detail and multitasking abilities.
- Knowledge of tax law and regulations.
- Proficiency in tax software.
- Commitment to outstanding client service.
This vacancy is advertised by Montpellier Resourcing Associates Limited, an Employment Agency.
Tax Manager (Wealth Management) URGENT x3 employer: Montpellier Resourcing
Contact Detail:
Montpellier Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Manager (Wealth Management) URGENT x3
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or webinars where you can meet potential colleagues and learn more about the company culture at the firm you're interested in.
✨Tip Number 2
Stay updated on the latest tax laws and regulations, especially those relevant to personal tax compliance. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed client portfolios in the past. Highlight your experience with tax compliance and advisory services to show that you can hit the ground running.
✨Tip Number 4
Familiarise yourself with the firm's values and recent developments. Tailoring your conversation to reflect their goals and challenges can set you apart from other candidates during the interview process.
We think you need these skills to ace Tax Manager (Wealth Management) URGENT x3
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 portfolio and provide strategic tax planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your understanding of UK tax laws. Mention how your skills align with the responsibilities listed in the job description, such as managing WIP and collaborating with team members.
Highlight Relevant Skills: In your application, emphasise your excellent communication and interpersonal skills, attention to detail, and proficiency in tax software. These are crucial for the role and should be clearly articulated in both your CV and cover letter.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail and professionalism, which are essential traits for a Tax Manager.
How to prepare for a job interview at Montpellier Resourcing
✨Know Your Tax Regulations
Make sure you brush up on the latest UK tax laws and regulations, especially those related to income tax, capital gains tax, and inheritance tax. Being able to discuss these topics confidently will show your expertise and readiness for the role.
✨Demonstrate Your Advisory Skills
Prepare examples of how you've provided tax compliance and advisory services in the past. Highlight any strategic planning opportunities you've identified during tax return reviews, as this will showcase your ability to add value to clients.
✨Showcase Team Collaboration
Since the role involves working closely with a team, be ready to discuss how you've successfully collaborated with others in previous positions. Mention any experiences where you delegated tasks effectively or helped meet tight deadlines.
✨Highlight Your Client Service Commitment
Emphasise your dedication to outstanding client service. Prepare to share specific instances where you've gone above and beyond for clients, as this will demonstrate your commitment to maintaining strong client relationships.
