Taxation Manager

As a Personal Tax/Private Client expert with a breadth of knowledge and a desire to take on a stand-alone, consultative role, you will join the organisation in this newly created position, affording you the unique opportunity to truly shape the role as you see fit.

Client Details

A fantastic opportunity to join as a Taxation Manager for a leading, Worcestershire based Financial Services client with over 30 year's experience in the sector. With 500 employees across the UK, our client are experts in financial planning and investment management, with 200 highly qualified advisers creating a bespoke approach to their customers lives and future financial goals.

Our client offers an open, friendly, fun, and engaging work environment - with recent engagement surveys highlighting the positive, people focused organisation you would be joining. From summer and winter staff parties, to bake sales, well-being initiatives, and a collaborative and entrepreneurial environment, you will be joining an inspiring company culture from day one.

Description

As a Personal Tax/Private Client expert with a breadth of knowledge and a desire to take on a stand-alone, consultative role, you will join the organisation in this newly created position, affording you the unique opportunity to truly shape the role as you see fit.

You will act as a consultancy service within the business, keeping advisers and clients informed about new tax laws and requirements, educating them about various financial issues, allowing clients to stay informed and make informed decisions on their tax related issues. In addition, being the expert in your field, you will educate and communicate on key tax issues via the creation of webinars, guides, videos to name but a few, for internal and external use.

• You will establish and maintain a consultancy and helpline within the business, allowing for advisers, existing and new clients to understand the implications on all matters relating to UK taxation - personal tax and some small corporate tax implications.
• You will act as a specialist on the taxation of trusts.
• You will provide specialist training and support to advisers and clients to deliver better-informed financial planning advice to our clients.
• You will manage and deliver updates using a variety of media, with a focus on tax changes and opportunities that arise out of the UK taxation system.

Profile

• Educated to a degree level standard, at minimum. ATT / CTA qualified preferred.
• Previous Taxation experience within Practice, or experience derived indirectly within the financial services sector.
• Outgoing and articulate with great presentation skills.
• Confident in training and commanding respect in presentations.
• Able to deliver complex tax subject matter to both fellow technicians and professionals.
• A problem solver who can identify solutions for both personal and corporate business and personal cases.

Job Offer

• £50,000 - £60,000 and annual discretionary bonus, following one year's service.
• Training and professional qualifications.
• Contributory pension scheme, and death-in-service benefit.
• Health benefit scheme - including digital gym subscriptions, dental and optional treatments, and alternative therapies.
• Flexible working options
• 25 day's holiday, with annual buy and sell scheme options.
• Enhanced Maternity, adoptive and paternity pay.
• Loyalty bonus and additional holiday days, based on length of service.
• Employee referral bonus scheme.
• Social events.