At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while providing expert tax advice.
- Company: Dynamic accountancy practice in Shropshire with a focus on client relationships.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for career growth in a collaborative and client-focused setting.
- Why this job: Join a growing team and make a real impact on high-net-worth clients' financial futures.
- Qualifications: Professional tax qualification and strong experience in private client tax.
The predicted salary is between 51750 - 63250 £ per year.
Your new company 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.
Your new role 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, particul...
Tax Client Manager - Trusts & Estates employer: Hays Specialist Recruitment Limited
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Contact Details:
Hays Specialist Recruitment Limited Recruitment Team
