At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates, providing specialist tax advice.
- Company: Dynamic accountancy practice in Shropshire with a focus on private clients.
- Benefits: Competitive salary, flexible working, generous holidays, and professional development support.
- Other info: Opportunity for career progression and mentoring junior team members.
- Why this job: Join a collaborative team and make a real impact on high-net-worth clients.
- Qualifications: Professional tax qualification and strong experience in trusts and estates required.
I'm excited to be working with an accountancy practice in Shropshire who are seeking an experienced and client-focused Tax Client Manager - Trusts & Estates to join their growing private client tax team. This is an excellent opportunity for a tax professional with strong technical expertise in trusts, estates, inheritance tax, and personal taxation to manage a diverse portfolio of high-net-worth individuals and trusts. You will act as a trusted adviser to clients, delivering high-quality compliance services while identifying planning opportunities and supporting the development of long-term client relationships.
This role offers the opportunity to manage a varied portfolio of trusts, estates and private clients, providing specialist advice on inheritance tax, capital gains tax, succession planning and estate administration. You will build strong relationships with clients and professional advisers, oversee tax compliance matters, identify planning opportunities, support complex advisory projects, and mentor junior team members, making it an excellent opportunity for an experienced private client tax professional looking to develop their career within a collaborative and client-focused environment.
What you'll need to succeed:
- Professional qualification (ATT, CTA, ACA, ACCA or equivalent)
- Strong private client tax experience, particularly within trusts and estates
- Excellent knowledge of UK trust taxation, IHT, CGT and estate administration
- Strong client-facing, analytical and problem-solving skills
- Ability to manage multiple priorities and deadlines effectively
Desirable Experience:
- CTA qualified or studying towards CTA
- Previous mentoring or supervisory experience
- Knowledge of landed estates, Agricultural Property Relief (APR), Business Property Relief (BPR) and family wealth planning
What you'll get in return:
- Competitive salary and benefits package
- Flexible working arrangements
- Generous holiday entitlement
- Wide range of employee benefits
- Professional development and career progression opportunities
- Support for continued professional qualifications and technical training
- A collaborative and supportive working environment
- Exposure to a high-quality portfolio of private clients and complex advisory work
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Tax Client Manager - Trusts & Estates in Shrewsbury employer: Hays Senior Finance
Join a leading and rapidly growing service and wholesale group based on the outskirts of Cheltenham, where you will thrive in a dynamic work environment that promotes a healthy work-life balance with hybrid working options. As a Senior Financial Accountant, you will not only oversee a small team but also have ample opportunities for professional growth and development within a supportive culture that values your contributions and encourages continuous learning. With competitive salary packages and a focus on employee well-being, this company stands out as an excellent employer for finance professionals seeking meaningful and rewarding 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 Hays Senior Finance, 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 Hays Senior Finance'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 Hays Senior Finance. 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 Hays Senior Finance!
How to prepare for a job interview at Hays Senior Finance
✨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 Hays Senior Finance.
✨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 Hays Senior Finance. It helps to show our commitment!
