At a Glance
- Tasks: Manage trusts and estates, ensuring compliance and providing expert tax advice.
- Company: Dynamic firm focused on private client tax with a supportive culture.
- Benefits: Flexible working, career progression, and a chance to make a real impact.
- Other info: Collaborate with experienced professionals in a valued environment.
- Why this job: Become a trusted adviser and shape the future of a growing team.
- Qualifications: Experience in private client tax and strong relationship-building skills.
The predicted salary is between 50000 - 60000 £ 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...
Private Client Tax Manager - Trusts and Estates employer: Addington Ball Recruitment
As a Personal Tax Client Manager, you'll thrive in a supportive environment that values relationships and technical expertise equally. Our culture fosters collaboration and mentorship, providing you with ample opportunities for professional growth while making a meaningful impact on clients' lives. Located in a vibrant area, we offer a dynamic workplace where your contributions are recognised and rewarded, ensuring you feel valued as part of our ambitious team.
Contact Details:
Addington Ball Recruitment Recruitment Team
