Private Client Tax and Trusts Manager

Michael Page (UK); United Kingdom; Hybrid; GBP 48,000 - 55,000; Full time

Job summary

A leading firm of accountants in the UK is looking for a Private Client Tax Manager to manage personal tax and trusts. This role offers competitive pay (£48,000 - £55,000) and flexible working hours including hybrid options. Ideal candidates will be CTA and/or ATT/ACA/ACCA/STEP qualified, with experience in personal tax and trusts. This is a great opportunity to further your career in tax within a respected firm.

Benefits

Competitive salary

Flexible working hours

Hybrid working options

Qualifications

• Qualified in CTA, ATT, ACA, ACCA, or STEP.
• Experience in personal tax and trusts within accountancy practice or tax firms.
• Familiarity with complex cases and probate work.

Responsibilities

• Manage a portfolio of personal tax cases and trusts.
• Review personal tax returns ensuring quality compliance services.
• Collaborate with solicitors on probate work and tax planning.

Skills

Personal tax management

Trusts and estates knowledge

Probate compliance

Education

CTA and/or ATT/ACA/ACCA/STEP qualified

Job description

• Private Client Tax Manager to join a near Bristol based firm of accountants
• Personal Tax, Trusts & Estates, Probate compliance & planning

About Our Client

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.

Job 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.

The Successful Applicant

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.

What's on 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