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 shape a growing team.
- Other info: Collaborate with experienced professionals in a valued and dynamic environment.
- Why this job: Become a trusted adviser and make a real difference in clients' financial lives.
- 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 by junior colleagues, providing coaching and tec...
Private Client Tax Manager - Trusts and Estates employer: Addington Ball
At Addington Ball, we pride ourselves on being an excellent employer that values relationships as much as technical expertise. Our friendly and collaborative work culture fosters personal growth, offering you the chance to mentor junior team members while managing a diverse portfolio of clients. With genuine long-term career prospects and support for your professional development, you'll find a rewarding environment where your contributions truly make a difference.
