At a Glance
- Tasks: Manage a portfolio of trusts and estates while providing top-notch tax advisory services.
- Company: Reputable professional services firm with a supportive and progressive culture.
- Benefits: Competitive salary, hybrid working, excellent holiday allowance, and ongoing training.
- Other info: Great career progression opportunities and a chance to mentor junior team members.
- Why this job: Join a dynamic team and work with high-net-worth clients on complex tax matters.
- Qualifications: Experience in private client taxation and relevant qualifications like ATT or CTA.
The predicted salary is between 45000 - 55000 £ per year.
Shropshire | Hybrid Working | Competitive Salary + Excellent Benefits
Are you an experienced Private Client Tax professional looking to work with high-net-worth individuals, trusts and estates in a role that offers genuine autonomy, complex advisory work and clear career progression?
A well-established and highly regarded professional services firm is looking to appoint a Tax Manager to join its growing Private Client team.
This is an outstanding opportunity to work with an impressive client portfolio while becoming a trusted adviser on complex tax matters.
The Role
You'll manage your own portfolio of trusts, estates and private clients, providing a first-class compliance and advisory service while identifying opportunities to add real value.
Key responsibilities include
- Managing a portfolio of trusts, estates and high-net-worth clients.
- Preparing and reviewing trust, estate and personal tax returns.
- Advising on inheritance tax, capital gains tax, succession and estate planning.
- Supporting probate and estate administration from a tax perspective.
- Building lasting relationships with clients and professional advisers.
- Identifying tax planning opportunities and assisting with complex advisory work.
- Mentoring junior team members and contributing to their development.
About You
You'll be a technically strong tax professional with experience in private client taxation and a passion for delivering exceptional client service.
You'll ideally have
- ATT, CTA, ACA or ACCA qualification (or equivalent).
- Strong experience in trusts, estates and private client tax.
- Excellent knowledge of UK trust taxation, IHT and CGT.
- The ability to manage client relationships with confidence and professionalism.
- A proactive approach and excellent communication skills.
What's on Offer?
- Competitive salary.
- Hybrid and flexible working.
- Excellent holiday allowance and benefits package.
- Ongoing professional development and funded training.
- Genuine career progression within a respected and supportive team.
- Exposure to high-quality, complex advisory work.
Ready for your next challenge?
If you're looking to join a progressive firm where your expertise will be valued and your career can flourish, we'd love to hear from you.
Apply in complete confidence. All enquiries will be handled with the strictest discretion by Blue Orchid Recruitment
Tax Manager in Shrewsbury employer: Blue Orchid Recruitment Ltd
Join a well-established professional services firm in Shropshire that values its employees and offers a supportive work culture. With competitive salaries, hybrid working options, and a commitment to ongoing professional development, this role as a Tax Manager provides the opportunity to work with high-net-worth clients while enjoying genuine career progression. You'll be part of a team that fosters mentorship and collaboration, ensuring your expertise is recognised and your career can truly flourish.
Contact Details:
Blue Orchid Recruitment Ltd Recruitment Team
