Job Title: Personal Tax Manager
Location: Liverpool (Hybrid)
Contract Type: Permanent
We are recruiting a Tax Manager to join our clients' Liverpool office. This is an excellent opportunity to lead client engagements, deliver expert tax advice, and support a thriving team within a dynamic and supportive environment.
About The Role
This role will see you:
1. Manage a portfolio of personal tax clients, handling compliance and advisory services with precision and care.
2. Collaborate with the Tax Director to deliver advice on UK income tax, capital gains tax, inheritance tax, residence and domicile matters.
3. Identify planning opportunities during tax return reviews or other client interactions.
4. Ensure deadlines and client expectations are met by working closely with your team.
5. Mentor and develop junior team members, sharing your knowledge and expertise.
6. Take charge of WIP management, including invoicing, cash collection and managing client expectations.
7. Stay updated on technical and market developments to provide the best client outcomes.
8. Support networking and business development efforts to grow the business.
About The Candidate
We are looking for someone that can:
1. Deliver high-quality tax compliance and advisory services.
2. Build strong client relationships, with proactive identification of opportunities for planning and advice.
3. Be an effective team collaborator and mentor/ coach.
4. Offer sound financial and risk management, ensuring compliance with regulatory standards.
We would love you to have:
1. Technical Expertise: Strong personal tax knowledge, with an understanding of trusts and estates.
2. Leadership Skills: Proven ability to mentor and manage team members.
3. Communication: Excellent verbal and written skills for effective client and team interactions.
4. Self-Motivation: Capable of managing your workload and thriving under pressure.
5. Client Focus: Strong financial management skills with an emphasis on meeting client expectations.
6. Ambition: A positive attitude and a desire to seek networking and business development opportunities.
7. Qualifications: CTA qualified or equivalent (essential).
8. Experience: Demonstrated experience in personal tax compliance and advisory services.
9. Client Management: Proven ability to manage client relationships, projects, and team dynamics.
10. Risk Management: Solid understanding of risk management and financial controls.
This role offers a mix of compliance and advisory work, the chance to grow within a well-established team, and a path to developing your career further. With hybrid working available, you’ll enjoy flexibility alongside professional development in a forward-thinking environment.
If you’re ready to take the next step in your personal tax career, we’d love to hear from you!
Please note that applicants must hold their right to work status as there is no sponsorship aligned to the role.
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