At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while providing expert tax advice.
- Company: Join a respected professional services firm known for client care and technical excellence.
- Benefits: Flexible working, professional development, and a collaborative culture.
- Other info: Opportunity for mentoring junior staff and contributing to team growth.
- Why this job: Work with high-net-worth clients and tackle complex advisory projects.
- Qualifications: Professional qualification in tax and experience in private client tax required.
The predicted salary is between 50000 - 60000 £ per year.
About the Opportunity
We are working with a highly respected independent professional services firm that supports individuals, families, trusts, and businesses across the region. Known for its relationship-led approach, technical excellence, and long-standing client partnerships, the firm has built an outstanding reputation for delivering tailored advice and exceptional service. Due to continued growth, an opportunity has arisen for an experienced Tax Client Manager – Trusts & Estates to join a collaborative and supportive private client team. This role offers exposure to a high-quality client portfolio, complex advisory work, and genuine opportunities for professional development within a forward-thinking environment.
The Role
We are seeking an experienced private client tax professional with strong expertise in Trusts & Estates to manage a varied portfolio of high-net-worth individuals, trusts, and estates. Acting as a trusted adviser, you will deliver high-quality compliance services while identifying tax planning opportunities, supporting clients through complex matters, and developing long-term professional relationships. You will also play an important role in mentoring junior team members and contributing to the continued growth of the private client function. This position would suit someone who enjoys a combination of:
- Inheritance Tax Planning
- Client Relationship Management
- Technical Tax Consultancy
Key Responsibilities
- Manage a portfolio of trusts, estates, and private clients, ensuring all compliance obligations and deadlines are met.
- Prepare and review Trust, Estate and Personal Tax Returns.
- Advise trustees, executors, beneficiaries, and individuals on a range of taxation matters.
- Provide guidance on inheritance tax planning, succession planning, and capital gains tax issues.
- Support estate administration from a taxation perspective, including probate valuations and HMRC submissions.
- Identify tax planning opportunities and deliver proactive advice to clients.
- Review work prepared by junior team members and provide coaching and technical support.
- Build and maintain strong relationships with clients, solicitors, financial advisers, and other professional contacts.
- Assist with complex advisory projects and technical assignments.
- Monitor legislative changes impacting trusts, estates, and private clients.
- Support business development initiatives and contribute to the growth of the wider team.
Requirements
- ATT, CTA, ACA, ACCA, or equivalent professional qualification.
- Significant experience within Private Client Tax.
- Strong technical knowledge of:
- Trust Taxation
- Inheritance Tax (IHT)
- Capital Gains Tax (CGT)
- Experience managing client relationships independently.
- Strong written and verbal communication skills.
- Excellent analytical and problem-solving abilities.
- Ability to manage multiple deadlines and priorities effectively.
- CTA qualified or currently studying towards CTA.
- Previous experience supervising or mentoring junior staff.
- Knowledge of:
- Agricultural Property Relief (APR)
- Business Property Relief (BPR)
- Family Wealth Planning
Why Join?
- Join a respected and established professional services organisation with a strong reputation for client care and technical excellence.
- Work with an impressive portfolio of trusts, estates, and high-net-worth clients.
- Gain exposure to complex advisory work alongside experienced tax specialists.
- Enjoy a collaborative culture that values long-term development and professional growth.
- Be part of a team that invests in people, encourages knowledge sharing, and supports career progression.
- Benefit from a flexible working environment that promotes work-life balance.
Tax Client Manager - Trusts & Estates in Shrewsbury employer: Connop Brown Associates
Our client is a leading independent accountancy and business advisory firm based in Birmingham, renowned for its commitment to exceptional client service and a people-first culture. With a strong focus on employee development and a collaborative work environment, this firm offers hybrid working arrangements, competitive salaries, and clear career progression opportunities, making it an ideal workplace for ambitious accounting professionals seeking meaningful growth in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Client Manager - Trusts & Estates in Shrewsbury
✨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 Connop Brown Associates, 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 Tax Client Manager - Trusts & Estates in Shrewsbury
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 Connop Brown Associates'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 Connop Brown Associates. 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 Connop Brown Associates!
How to prepare for a job interview at Connop Brown Associates
✨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 Connop Brown Associates.
✨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 Connop Brown Associates. It helps to show our commitment!
