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
01926 290 290 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/261461 - Private Client Tax Manager - Trusts & Estates .
TPBN1_UKTJ
Private Client Tax Manager - Trusts and Estates 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
