Overview
In this Private Client Tax role, you will manage your own client portfolio with autonomy and guidance from senior leadership. You’ll handle a broad mix of trusts and estates work, IHT planning, CGT, non-UK matters, and HMRC enquiries, while developing advisory capabilities. You’ll begin stepping into a people-management role, mentoring trainees and overseeing work flow within the team. The opportunity emphasizes ownership, client exposure, and breadth of technical work within a supportive environment.
Responsibilities
- Manage own client portfolio and relationships with autonomy
- Handle trusts and estates work, IHT planning, CGT, non-UK matters, and HMRC enquiries
- Support trainees and review work
- Oversee assignment progression and workflow within the team
Key requirements
- client-facing communication
- mentoring and leadership
- attention to detail
- trusts and estates
- IHT planning
- CGT
Personal Tax Manager - High Quality Firm 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.
