Overview
In this role you will manage a dedicated private client tax portfolio, serving as a trusted adviser. You work closely with clients and senior leaders, expanding your advisory scope beyond compliance. You’ll handle complex areas such as trusts, estates, IHT planning, CGT, non-UK matters, and HMRC enquiries, while mentoring trainees and contributing to workflow within a supportive team. This position offers ownership with guidance from senior colleagues and a hybrid work structure after probation.
Pay / Benefits
- 25 days’ holiday plus bank holidays
- hybrid working after probation
- broader benefits package
Responsibilities
- Own and manage a private client tax portfolio and client relationships with autonomy
- Handle trusts and estates work including IHT planning, CGT, non-UK matters, and HMRC enquiries
- Develop advisory scope and move towards advisory work in addition to compliance
- Support and mentor trainees, contributing to how work flows through the team
- Collaborate with Senior Managers, Directors, and Partners to maintain quality and learning
- Benefit from hybrid working after probation and a broader benefits package
Key requirements
- experience in private client tax
- ability to manage client relationships with oversight from senior staff
- interest in developing advisory capabilities
- willingness to mentor or support trainees
- strong communication and collaboration skills
- client-focused
- team collaboration
- mentoring/leadership
- trusts and estates
- IHT planning
- CGT
Personal Tax Client Manager employer: Creative Tax Recruitment
As a Trust Senior in the heart of London, you will thrive in a dynamic and supportive environment that prioritises your professional growth. With access to ongoing technical training and opportunities for further qualifications, you will be part of a collaborative team that values innovation and client engagement, ensuring a rewarding career path in the Trust & Estate sector. The firm's commitment to employee development and a diverse client portfolio makes it an exceptional place to build your expertise and advance your career.
