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Private Client Senior Manager

Hays

Manchester

On-site

GBP 50,000 - 70,000

Full time

2 days ago

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Job summary

A reputable firm in Manchester is seeking a Senior Manager for their Private Client team. This role involves expertise in IHT, estate, and tax planning, with no business development required, but an opportunity for career progression in a supportive environment.

Qualifications

Experienced Private Client Manager/Senior Manager.
Good knowledge of IHT planning and reviewing Trust accounts.
CTA qualified is an advantage.

Responsibilities

Join the expanding Private Client team.
Review trust accounts and tax returns.
No need for business development but opportunities exist.

Skills

IHT planning

Estate planning

Tax planning advisory

Reviewing trust accounts

Personal tax knowledge

Education

CTA qualification

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This range is provided by Hays. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Your new company

We are partnering with a reputable and successful firm of accountants, business services and tax experts to recruit within their busy Private Client team for a Senior Manager. This firm prides itself on the exceptional work they provide for their loyal client base and, as such, given the large referral network of IFAs and Solicitors they have developed, is expanding the Trusts and Estates team.

Your new role

The Trusts and Estes team has been gradually expanding and, due to a number of recent promotions and looking at future succession planning, are now looking for an experienced Senior Manager to join the team.
There is a great deal of expertise already in the team, including three STEP-qualified advisors. We're now looking for someone who is confident in IHT planning, estate planning, and tax planning advisory, who can also review trust accounts and tax returns.

Under the guidance of a very experienced and well-known Director of Trusts and Estates, the team have developed an excellent referral network of IFAs and Solicitors. They have become renowned for being able to handle complex work which other firms can't deliver on. It also means there is no need for this person to lead any business development, but the opportunity is always there.

What you'll need to succeed

Ideally, you will be an experienced Private Client Manager/Senior Manager, or experienced in Personal Tax with good knowledge of IHT planning and reviewing Trust accounts. The firm prides itself on its ability to provide honest and trustworthy advice in a simple way with a human touch.
Someone CTA qualified would also be an advantage.

What you'll get in return

This is an excellent opportunity for someone looking to develop their career working with a vastly experienced and technically strong team. The firm has a proven track record of supporting individuals looking to progress quickly and there are succession opportunities available amongst the senior leadership team.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us on 0161 237 6688.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Seniority level

Seniority level
Mid-Senior level

Employment type

Employment type
Full-time

Job function

Job function
Accounting/Auditing
Industries
Accounting and Business Consulting and Services

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Manchester Area, United Kingdom 6 days ago

Manchester, England, United Kingdom 5 days ago