Personal Tax Manager

Job Title:  Personal Tax Manger

Department: Trust

Location: Liverpool

Contract Type:  Perm

The Role

Provide both personal tax compliance and advisory services to individuals through managing a portfolio and supporting the team.

Outcomes of the Role

• Manage a portfolio of personal tax compliance.
• Support the Tax Director in providing UK income tax, capital gains tax, inheritance tax, residence and domicile advice.
• Be able to recognise and advise on planning points for clients that may arise as a result of tax return reviews or other correspondence.
• Working successfully with the team to ensure that deadlines and client expectations are met.
• Works well as part of a team and delegates effectively to more junior team members.
• Supports the wider team from a coaching, mentoring and learning perspective.
• Strong WIP management, including managing client expectations, recoverability, proposing fees, invoicing and collecting cash on a timely basis.
• Strong risk management skills, including in relation to client acceptance and engagement.
• Keeps up-to-date with technical and market developments.

Knowledge, Skills and Experience

• Strong personal tax technical skills.
• Strong understanding of risk management, including in relation to client acceptance and engagement.
• Excellent communicator, both written and verbal.
• Able to self-manage, self-motivate and self-direct.
• Positive outlook and able to deal with adversity.
• An understanding of trusts and estates.
• Strong financial management skills.
• Strong people skills.
• Seeks networking and business development opportunities.
• CTA qualified.
• Proven track record of delivering personal tax compliance and advisory services..
• Experienced with working as part of a team on client relationships, projects and people management.
• Experienced with risk management, including in relation to client acceptance and engagement.
• Manages WIP, billing and debtors on client portfolio.