Private Client Senior Manager

Hays Taxation; Manchester; On-site; GBP 55,000 - 80,000; Full time

Job summary

Join a leading firm of accountants as a Senior Manager in the expanding Trusts and Estates team. This role offers the chance to work with STEP-qualified advisors on complex tax advisory projects, supporting your professional development with excellent career progression opportunities.

Benefits

Rapid career progression

Working within a highly experienced team

Qualifications

• Experience as a Private Client Manager/Senior Manager.
• Good knowledge of IHT planning and reviewing Trust accounts.

Responsibilities

• Review trust accounts and tax returns.
• Support business development when opportunities arise.

Skills

IHT planning

Estate planning

Tax advisory

Education

CTA qualification

Job description

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. Given their large referral network of IFAs and Solicitors, they are expanding the Trusts and Estates team.

Your new role

The Trusts and Estates team has been gradually expanding. Due to recent promotions and future succession planning, they are now seeking an experienced Senior Manager to join the team.
The team includes three STEP-qualified advisors. The successful candidate will be confident in IHT planning, estate planning, and tax advisory, with the ability to review trust accounts and tax returns.

Under the guidance of a well-known and experienced Director of Trusts and Estates, the team has developed an excellent referral network of IFAs and Solicitors. They are renowned for handling complex work that other firms cannot deliver. Business development is not a primary responsibility, but opportunities may arise.

What you'll need to succeed

Ideally, you will be an experienced Private Client Manager/Senior Manager or have experience in Personal Tax with good knowledge of IHT planning and reviewing Trust accounts. The firm values honest and trustworthy advice delivered simply and with a human touch.
CTA qualification would be an advantage.

What you'll get in return

This is an excellent opportunity to develop your career within a highly experienced and technically strong team. The firm supports rapid career progression, with succession opportunities among senior leadership.

What you need to do now

If interested, click 'apply now' to send an updated CV or call us at 0161 237 6688.
For other opportunities, contact us for a confidential career discussion.

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