Private Client Tax Advisory Manager / Senior Manager

ProTalent Limited; Newry; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Flexible hours

Holiday buy/carry over

Private medical cover

Enhanced family leave

Pension

Life assurance

Volunteer day

Wellbeing support

Job summary

ProTalent Limited in Newry is seeking a private client advisory professional to act as the go-to technical expert within a large professional services firm. You will lead and project-manage complex private client advice, review complex SA returns, and work closely with lawyers and advisers on major planning projects.

You will help set the team's direction, develop staff, and pursue new work with BD support while leveraging experience in IHT, trusts and succession planning.

Qualifications

• CA, ATT, CTA, STEP or similar professional qualification is required or highly preferred.
• Strong advisory experience in IHT, trusts and succession planning.
• Experience leading a team and managing multiple projects simultaneously.
• For Belfast/Newry, Irish CGT and CAT knowledge would be a big plus.

Responsibilities

• Leading and project managing complex private client advice.
• Becoming the technical go-to person within the firm.
• Reviewing and signing off on complex SA returns.
• Collaborating with lawyers and other advisers on larger planning projects.
• Helping set team direction and developing team members.
• Spotting and winning new work with BD support.

Skills

Advisory experience

Team leadership

Project management

Business development (BD)

IHT and trusts advisory

Education

CA, ATT, CTA, STEP or similar

Job description

Location: Newry (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