Personal Tax Manager, Wealth Management Firm

  • Location
    Liverpool, Merseyside
  • Contract Type
    Temporary
  • Posted
  • Start Date
    ASAP
  • Industry
    Banking and financial services
  • Salary
    GBP55000 - GBP75000 per annum
  • Expiry Date
    2024-08-20

This wealth management firm, well known for it’s financial solutions tailored for clients including a very broad range of high-net-worth individuals. With a heritage spanning over 250 years, they have created a market leading expertise alongside personalized service which allows them to grow wealth responsibly. Although highly established they have a forward thinking approach and therefore have a fantastic private client tax offering.

As a Personal Tax Manager, you will work directly with a fantastic private client team who are looking to deliver more advisory services to their clients. The role will still involve managing a personal tax portfolio however the aim is to be able to provide a more consultative process. For that reason they are looking for someone who is keen to develop their tax technical skills and help them deliver their service.

For this role you will ideally be CTA qualified or have had some experience working with private client tax advisory.

Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.

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