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Tax Manager (Wealth Management) URGENT x3

Montpellier Resourcing | north england, United Kingdom | Posted July 02, 2026

Position Overview

Tax Manager (Wealth Management)

Up to £45,000 plus excellent bonus and benefits

Hybrid working available!

Due to rapidly expanding business needs, a fantastic opportunity has arisen for 3 Tac Managers to join a prestigious Wealth Management firm in Liverpool. heir Trusts function. in their Liverpool office. You will be responsible for providing both personal tax compliance and advisory services to clients through managing a portfolio and supporting the team. It is essential that candidates are fully CTA Qualified

Responsibilities of the Tax Manager to include:

  • Personal Tax Compliance & Advisory Services: Provide comprehensive personal tax compliance and advisory services, effectively managing a diverse portfolio of individual clients.
  • Portfolio Management: Oversee a portfolio of personal tax compliance accounts, ensuring accurate and timely delivery of services.
  • Suppo...
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