Private Client Tax and Trust Manager

Join the private client tax team of this top ranked mid-tier firm.

This role offers the chance to directly impact the strategic direction and development of trust and estate services.

As the Private Client Trust and Tax Manager, you will handle a variety of crucial tasks centered around the management of trusts, estates, and their beneficiaries. You will also oversee a team of junior staff, guiding the daily delivery of private client services to a diverse portfolio of individual clients.

Key Responsibilities:

• Oversee and enhance the delivery of personal tax advisory work, including drafting reports and leading client discussions.
• Manage a client portfolio predominantly involving trusts and estates, addressing multiple sources of income and gains.
• Serve as the main point of contact for clients, effectively communicating complex tax technical information to non-experts.
• Drive the delivery of one-off advisory and compliance assignments.
• Mentor and provide technical training to team members to foster their development and enhance team performance.
• Implement process improvements to increase efficiency within the team.

What We Are Looking For:

You will possess strong technical tax skills, with a strong background in capital gains tax, inheritance tax, and the UK tax return filing process. The team values professionals who are proactive about improving services and internal processes.

What the firm offers:

• A key role within a respected firm where your contributions have a visible impact.
• The opportunity to work with high net-worth clients and professional advisors in a client-facing capacity.
• Support for professional development and career progression within the firm.Make SM in 12-24 months.

If you are a motivated tax professional looking for a challenging role in a supportive environment, this is your chance to make a significant impact.

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Company info

Website

Telephone

0208 050 2157

Location

Warnford Court
Throgmorton Street
London
London
EC2N 2AT
GB