Overview
As Private Client Trust Tax Manager, you oversee a portfolio of trusts, estates and related structures within a leading global accountancy firm. You act as a trusted advisor on trust tax and personal taxation matters, coordinating with Partners, Directors and senior staff to deliver compliant, tailored services. You’ll manage day-to-day delivery of trust tax compliance and accounts, including billing processes, for a diverse client base. This role offers exposure to global clients and opportunities to shape tax planning within a supportive Private Client team.
Responsibilities
- Act as primary client point of contact within the firm for Trust clients and senior staff
- Manage a portfolio of existing clients, including billing and cash collection within firm criteria
- Support Partners, Directors and Senior Managers on client matters and day-to-day trust tax delivery
- Oversee trust tax compliance and trust accounts work
- Proactively manage own workload and contribute to planning and delivery of services
- Build relationships with individuals and families to understand and align tax planning with their objectives
Key requirements
- Trust tax knowledge is essential
- Wider knowledge of personal taxation
- Ability to manage own workload and support senior staff
- Experience servicing clients and delivering tax compliance
- Excellent people skills
- Strong communication and relationship-building
- Proactive and collaborative attitude
- Trust tax compliance
- Trust accounts management
- Portfolio and client service delivery
Private Client Tax Manager - Top 6 firm in Manchester employer: Hays
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