Personal Tax / Private Client Manager - Advisory

We are seeking a skilled Personal Tax Manager - Advisory to join our team in Liverpool. This role requires expertise in professional services, with a focus on providing advisory services in personal tax.

Client Details

The organisation is a well-established entity within the professional services industry. It has a reputation for providing high-quality tax solutions and advisory services to its clients.

Description

• Provide expert advisory services on personal tax matters to a range of clients.
• Manage a portfolio of clients, ensuring compliance with tax regulations and deadlines.
• Identify tax planning opportunities and provide tailored solutions to clients.
• Maintain up-to-date knowledge of tax legislation and its implications for clients.
• Support the development and training of junior team members.
• Collaborate with other departments to provide comprehensive client support.
• Prepare and review tax returns and related documentation.
• Build and maintain strong client relationships to ensure satisfaction and loyalty.

Profile

A successful Personal Tax Manager - Advisory should have:

• A strong background in Personal Tax / Private Client within the professional services industry.
• Relevant professional qualifications in tax or accounting. CTA/ACA/ACCA
• Proven ability to manage client portfolios effectively.
• Excellent technical knowledge of tax regulations and legislation.
• Strong communication and interpersonal skills for client interaction.
• Experience in mentoring or training team members.
• A proactive approach to identifying tax planning opportunities.

Job Offer

• Competitive salary ranging from £60,000 to £70,000 GBP. DOE
• Permanent position based in Liverpool.
• Opportunity to work within a reputable professional services organisation.
• Challenging and rewarding role in the tax advisory department.
• Potential for professional growth and development.

This is an excellent opportunity for a Personal Tax Manager - Advisory to advance their career in the professional services industry.