Private Client Tax Advisory Manager / Senior Manager

ProTalent Limited; Belfast City District; Hybrid; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid working

Flexible hours

Holiday carry/buy

Private medical cover

Pension and life assurance

Volunteering day

Wellbeing support

Job summary

ProTalent Limited is assisting a large professional services firm in Belfast with a private client advisory leadership role. You’ll be the go‑to technical person on IHT, trusts, estates, succession planning and shareholder transactions, sitting on the team’s management group.

You’ll lead and project manage complex advice, sign off SA returns, collaborate with lawyers on planning, help shape the team’s direction and win new work with BD support.

Qualifications

• Strong advisory experience in IHT, trusts and succession planning.
• Experience managing a team and several projects at once.
• Irish CGT and CAT knowledge would be a big plus.

Responsibilities

• Leading and project managing complex private client advice
• Building your name as a technical specialist, inside the firm and out
• Reviewing and signing off complex SA returns
• Working alongside lawyers and other advisers on bigger planning projects
• Helping set the team's direction and developing the people in it
• Spotting and winning new work, with BD support

Skills

IHT advisory experience

Trusts and estates

Team leadership

Project management

Irish CGT and CAT knowledge

Education

CA/ATT/CTA/STEP or similar

Job description

Location: Belfast (hybrid) | Salary: Market rate + benefits | Contract: Permanent, full time

A private client advisory role for someone who wants to be the go-to technical person, not just another reviewer.

My client is a large professional services firm with private client advisory teams across the UK and Ireland. The work centres on IHT, trusts, estates, succession planning and shareholder transactions, and you'd sit on the team's management group.

What you'll be doing

• Leading and project managing complex private client advice
• Building your name as a technical specialist, inside the firm and out
• Reviewing and signing off complex SA returns
• Working alongside lawyers and other advisers on bigger planning projects
• Helping set the team's direction and developing the people in it
• Spotting and winning new work, with BD support

What you'll need

• CA, ATT, CTA, STEP or similar
• Strong advisory experience in IHT, trusts and succession planning
• Experience managing a team and several projects at once
• For Belfast and Newry, Irish CGT and CAT knowledge would be a big plus

What's in it for you

• Hybrid working and genuinely flexible hours
• Holiday you can buy or carry over, plus bank holidays
• Private medical cover, with the option to add your family
• Enhanced family leave, a competitive pension and life assurance
• A paid volunteering day and 24/7 wellbeing support