Reference: 10813An independent professional services firm is seeking a trusts and estates tax specialist to manage a portfolio of UK and international clients. You’ll advise trustees, beneficiaries and personal representatives while supporting and developing junior colleagues.ResponsibilitiesManage and grow a portfolio of trust and estate administration clients.Review trust and estate accounts, tax returns, and inheritance tax anniversary and exit charges.Advise on trust distributions and support clients with HMRC Trust Register requirements.Liaise with trustees, beneficiaries, personal representatives, investment managers and HMRC.Support partners and directors with advisory reports and strategic tax planning.Help train junior team members and contribute to networking and business development.About youCTA qualified; STEP is desirable.Experience in a similar role and strong knowledge of UK trust and estate tax.Experience using CCH trust accounts and Digita.Strong analytical, communication and relationship management skills.A proactive, discreet approach and attention to detail.What’s on offerExposure to varied UK and international clients.The opportunity to work closely with experienced partners and directors.Ongoing learning and career development.Flexitime and flexible working opportunities.
Tax Manager - Private Client (Trusts) employer: HireIQ
Join one of the UK's most progressive accountancy and business advisory firms, where you will thrive in a dynamic and collaborative environment that prioritises employee wellbeing and career development. As an Employment Tax Senior Manager, you'll enjoy a clear pathway to leadership roles while working on complex advisory projects for a diverse client portfolio, all within a flexible hybrid working model that promotes a healthy work-life balance. With generous benefits including enhanced parental leave and a strong focus on technical development, this firm is committed to nurturing your professional growth and success.
