One of the UK's largest wealth management firm- seeking Personal Tax Manager for Liverpool | £30-50k
Your new company
Your new company operates as a local team in Liverpool and is currently one of the UK's largest wealth management firms. Your new company provides services in discretionary and charity investment management,
financial planning services and ISA's. Due to the growth of their fir
Your new role
As a Personal Tax Manager you will provide personal tax, probate and trust services, including formation, administration, compliance and planning. You will be responsible for managing a portfolio of high net worth and diverse clients, ensuring efficient and timely administration of their taxation affairs and to assist the department with technical tax queries.
What you'll need to succeed
You will have experience in managing a portfolio of high net worth individuals from within practice or investment management. You will ideally be CTA qualified with significant post qualification experience and a sound understanding of regulatory requirements. You will have demonstrable verbal and written communication skills ideally gained within client facing role
What you'll get in return
You will receive a salary of between £35,000-£50,000 DOE, in addition to 25 days annual leave, plus bank holidays and increasing with length of service. You will also receive a comprehensive and flexible benefits package tailored to suit the individual, inclusive of share save schemes, health and well-being benefits, leisure and study support.
What you need to do now
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