Back to search
Private Wealth Management Firm
Up to £70,000, Hybrid working and Annual Bonus
Collaborative Supportive Environment, Bonus
Financial Divisions is partnering with an established Tax and Investments Consultancy with offices near Hemel Hempstead to support the recruitment of a Tax Consultant/ Tax Manager. This firm is dedicated to supporting their clients by providing comprehensive business advisory services; their ethos revolves around working in partnership to nurture enduring relationships, allowing them to understand their clients' goals and support their day-to-day actives as well as supporting their future aspirations.Tax Manager role:
- Managing a portfolio of clients and providing any tax advice and support required.
- Undertaking tax Returns, CGT returns, and dealing with residency queries.
- HMRC letting campaign responses and negotiations.
- Contributing to the development of the portfolio, dealing with new client's enquiries.
- Supporting and managing the team.
Suitable Candidate for the Tax Manager
- Previous experience within a management capacity within tax.
- Professionally qualified or holds the relevant experience to undertake the role
- Experience of trusts and Corporation tax an advantage but not a prerequisite.
- manage the day-to-day compliance for 200 HNW individuals
- Also deal with trust work including accounts, administration, and trust tax work.
- Get involved in a wide range of advisory work including residence and domicile advice, IHT and CGT advice.
- Assist the investment team with advice on tax.
- Liaise with HMRC, clients and third-party advisors.
- Has a desire to support clients business activities alongside developing new client relationships.
- Experience of managing a portfolio and deadlines.
QUALIFICATIONS AND EXPERIENCE - Tax Manager
Essential:
• Relevant experience working with private fund structures and overseeing tax compliance reporting on a quarterly and annual basis.
• Project management and implementation of tax related processes for new products.
• Professional Tax Qualification (e.g. CPA, ACA, CTA)
• Experience working in a Financial Services tax role
Additional benefits and information for the role of Tax Consultant:
- Opportunity for future progression
- Supportive and collaborative environment
If you are looking for new and exciting challenge, then this Tax Manager position could be the right move for you. Please do send your CV to Sam Negbenebor at Financial Divisions.
