At a Glance
- Tasks: Manage trusts and estates, ensuring compliance and providing expert tax advice.
- Company: Join a leading finance consultancy with a focus on private client services.
- Benefits: Competitive salary, flexible working, generous holidays, and professional development support.
- Other info: Collaborative team environment with clear career progression opportunities.
- Why this job: Become a trusted adviser and make a real difference in clients' financial lives.
- Qualifications: Professionally qualified in tax or accounting with strong private client experience.
The predicted salary is between 45000 - 50000 £ per year.
If you've built your career in private client tax and enjoy helping families navigate some of life's most important financial decisions, this could be the opportunity you've been looking for.
This is more than a compliance role.
It's your chance to become a trusted adviser to high-net-worth individuals, trustees and executors, providing expert guidance on trusts, estates and inheritance tax while building relationships that last for years.
As the Private Client Tax Manager - Trusts and Estates, you'll work on interesting, often complex matters, collaborate with experienced professionals and have the opportunity to shape the future of a growing private client team in Shrewsbury.
Whether you're looking for greater autonomy, more varied advisory work or a clear path for career progression, you'll find the support and flexibility to develop your career in an environment where your expertise is genuinely valued.
Role Overview Manage a portfolio of trusts, estates and private clients, ensuring compliance deadlines are met.
Prepare and review trust, estate and personal tax returns.
Advise trustees, executors and beneficiaries on trusts, inheritance tax, capital gains tax and estate matters.
Identify tax planning opportunities and support a range of advisory projects.
Build lasting relationships with clients, solicitors and financial advisers.
Review work completed by junior colleagues, providing coaching and technical support.
Assist with complex advisory assignments alongside senior members of the team.
The Ideal Candidate Professionally qualified through ATT, CTA, ACA, ACCA or an equivalent qualification.
Strong experience within private client tax, particularly trusts and estates.
Confident advising clients on inheritance tax, capital gains tax and estate administration.
Comfortable managing client relationships and delivering an excellent client experience.
Enjoys mentoring others and sharing technical knowledge.
Organised, proactive and able to manage multiple priorities effectively.
What's on Offer £45,000 - £50,000 salary depending on experience.
Flexible working arrangements.
Generous holiday entitlement.
Comprehensive employee benefits package.
Ongoing professional development and support for further qualifications.
Exposure to complex advisory work and a high-quality private client portfolio.
Clear opportunities for long-term career progression within a collaborative team.
Register your interest by applying today or call
Richard Davies or Luke Scale on to discuss this opportunity further, always in complete confidence.
Addington Ball is a specialist finance and accounting recruitment consultancy covering the Midlands and Northern Home Counties.
We are a member of TEAM and are acting as an Employment Agency in relation to this vacancy.
- Job ref -
- ABJ/
- Private Client Tax Manager - Trusts & Estates .
- TPBN1_UKTJ
Private Client Tax Manager - Trusts and Estates in London employer: Addington Ball Recruitment Ltd
Join a dynamic team where your expertise in personal tax will be valued and your relationships with clients will flourish. Our supportive work culture prioritises mentorship and professional growth, offering you the chance to lead and influence while enjoying a collaborative environment. Located in a vibrant area, we provide unique opportunities for networking and career advancement, making us an exceptional employer for those seeking meaningful and rewarding employment.
Contact Details:
Addington Ball Recruitment Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager - Trusts and Estates in London
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Addington Ball Recruitment Ltd, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Manager - Trusts and Estates in London
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Addington Ball Recruitment Ltd's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Addington Ball Recruitment Ltd. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Addington Ball Recruitment Ltd!
How to prepare for a job interview at Addington Ball Recruitment Ltd
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Addington Ball Recruitment Ltd.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Addington Ball Recruitment Ltd. It helps to show our commitment!
