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Tax Manager - Wealth Management Firm, Near Hemel Hempstead, Up to £60,000 (DOE)

Financial Divisions
Posted 15 days ago, valid for 5 days
Location

Hemel Hempstead, Hertfordshire HP11AB, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A well-established Tax and Investments Consultancy near Hemel Hempstead is seeking a Tax Consultant/Tax Manager with previous management experience in tax.
  • The role involves managing a portfolio of clients, preparing tax returns, and addressing residency queries while supporting a team.
  • Candidates should be professionally qualified or possess relevant experience, with a focus on managing high-net-worth individuals and trust work.
  • The position offers a salary commensurate with experience, and candidates should have a proven track record in meeting deadlines and managing client relationships.
  • This role provides opportunities for career progression in a collaborative and supportive environment.

Offices Near Hemel Hempstead (Hertfordshire)Benefits: Collaborative, Supportive Environment, Bonus

Financial Divisions is partnering with a well-established Tax and Investments Consultancy near Hemel Hempstead to recruit a Tax Consultant/Tax Manager. This firm is committed to providing comprehensive business advisory services to their clients, focusing on building long-term relationships and supporting both their day-to-day activities and future aspirations.

In this role, you will manage a portfolio of clients, providing tax advice and support tailored to their individual needs. Your responsibilities will include preparing tax returns, CGT returns, and addressing residency queries, as well as responding to HMRC letting campaign inquiries and engaging in negotiations. You will also contribute to the development of the portfolio and handle new client inquiries, while supporting and managing the team.

The ideal candidate will have previous experience in a management role within tax and will either be professionally qualified or possess relevant experience (ATT Qualified). Experience with trusts and Corporation tax is advantageous but not essential. You will have experience managing the day-to-day compliance for 200 high-net-worth individuals and handling trust work, including accounts, administration, and trust tax matters. The role will also involve working on a wide range of advisory tasks, including residence and domicile advice, IHT, and CGT, and supporting the investment team with tax-related advice. Liaising with HMRC, clients, and third-party advisors will be an integral part of the role, and the ideal candidate will have a strong desire to support client business activities while developing new client relationships. Proven experience in managing a portfolio and meeting deadlines is essential.

The position offers an opportunity for future career progression in a supportive and collaborative environment. If you are looking for a new and exciting challenge, this Tax Manager role could be the perfect move for you. Please send your CV to Jo Clark at Financial Divisions.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.