Private Client Tax and Trusts Manager

Michael Page; England; Hybrid; GBP 48,000 - 55,000; Full time

Job summary

A leading accountancy firm in the UK seeks a Private Client Tax and Trusts Manager. You will manage a diverse portfolio of personal tax cases, ensuring quality compliance services while collaborating on tax planning projects. The role offers flexible hours, competitive salary up to £55,000, and opportunities to advance your tax career within a supportive team.

Benefits

Flexible working hours

Competitive salary

Negotiable benefits

Qualifications

• Qualified in CTA, ATT, ACA, ACCA, or STEP.
• Experience in personal tax, trusts, and probate.
• Background in accountancy practice or specialist tax firm.

Responsibilities

• Manage a portfolio of personal tax cases and trusts.
• Oversee delivery of compliance services.
• Collaborate on tax planning and project work.

Skills

Personal tax knowledge

Tax planning

Trusts and estates experience

Compliance management

Education

CTA, ATT, ACA, ACCA, or STEP qualified

Job description

A growing, successful accountancy practice based close to Nailsea and Bristol is searching for a Private Client Tax and Trusts Manager to join their team overseeing the delivery of a quality compliance service and leading the delivery of wide ranging tax planning and project work working across personal tax, trusts, estates work and probate services.

Client Details

Based close to Nailsea and Bristol with parking on site the firm has an excellent reputation and the firms tax department acts for wide ranging HNWIs, Trusts and estates, directors and trustees and provides probate services. The firm offers flexible working hours and potential to mould the opportunity around part time or full time hours, with hybrid working and highly competitive salary and benefits.

Description

Joining as Private Client Tax and Trusts Manager you will be responsible for a wide ranging portfolio of personal tax cases, trusts and estate clients along with potential for involvement with probate work liaising with solicitors and carving a key position within this firm working alongside other tax directors within the firm. You will be hands on with complex cases and review personal tax returns, overseeing the delivery of a quality compliance services and work with senior management and partners on wide ranging tax planning project work. The role provides an ideal opportunity for the right professional looking to looking to further their career in tax within a successful firm of accountants.

Profile

For this Private Client Tax and Trusts Manager role you will be either CTA and/or, ATT/ACA/ACCA, STEP qualified and you will have developed a personal tax and/or Trusts focused career within accountancy practice/ specialist tax firm. Any experience of Trusts, estates and probate would be advantageous. Your experience will have been developed in any mix of Top Tier, Top Ten, 50, larger regional independent firm background, or specialist tax firm.

Job Offer

Circa £48000 - £55,000 dependent on experience and background, negotiable with benefits. Please apply online and for a further confidential discussion to find out more about this opportunity please contact Mark Bailey on 01179 271452