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Personal Tax Manager, Wealth Management Firm

Brewer Morris

Liverpool City Region

On-site

GBP 60,000 - 80,000

Full time

22 days ago

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An established wealth management firm seeks a Personal Tax Manager to join their dynamic private client team. This role emphasizes a consultative approach to personal tax services, aiming to enhance the advisory offerings for high-net-worth clients. With a rich heritage and a forward-thinking mindset, this firm is dedicated to developing its employees' tax technical skills while managing a diverse personal tax portfolio. If you are passionate about providing tailored financial solutions and eager to grow in a supportive environment, this opportunity is perfect for you.

Ideally CTA qualified or experience in private client tax advisory.
Keen to develop tax technical skills.

Manage a personal tax portfolio while delivering advisory services.
Work with a private client team to enhance client offerings.

Tax Technical Skills

Advisory Services

Client Management

CTA Qualification

Experience in Private Client Tax Advisory

This wealth management firm is well known for its 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 market-leading expertise alongside personalized service, allowing 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 looking to deliver more advisory services to their clients. The role will still involve managing a personal tax portfolio; however, the aim is 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 some experience working with private client tax advisory.

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