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, 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.
Tax Client Manager - Trusts and Estates in Shrewsbury employer: Taxation
Taxation is an exceptional employer that fosters a collaborative and supportive work culture in the heart of Cheltenham. With a strong focus on employee development, we offer tailored growth opportunities and continuous training to enhance your advisory skills, particularly within the dynamic agricultural sector. Join us to be part of a dedicated team that values innovation and excellence while managing a diverse portfolio of high-profile clients.
