Private Client Tax Senior Manager or Director

Sheridan Maine - Accountancy & Finance Recruitment; Devon and Torbay; On-site; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Outstanding training and development programmes

Supportive and flexible culture

Opportunities for career development

Job summary

A leading recruitment firm is seeking an experienced Private Client Tax Senior Manager or Director based in Devon and Torbay. This role entails managing a diverse portfolio of trust and high-net-worth clients, providing tailored tax compliance and advisory services. Candidates should be ATT or CTA qualified with strong leadership and client relationship skills. The position offers a competitive salary and comprehensive benefits, along with opportunities for professional development.

Qualifications

• Previous experience in a similar role.
• Up-to-date technical knowledge in trust taxation.
• Desire to mentor and develop colleagues.

Responsibilities

• Ensure compliance with legislative and ethical standards.
• Lead and develop a team of advisors.
• Act as principal on a portfolio of trust clients.

Skills

Leadership experience

Strong problem-solving skills

Client relationship skills

Education

ATT or CTA qualified

Job description

Private Client Tax Senior Manager or Director

Are you an experienced Senior Manager or Director with expertise in trust taxation, ready to take on a fresh and rewarding challenge in a firm dedicated to supporting your professional growth?

As the Private Client Tax Senior Manager or Director, you will deliver outstanding tax compliance and advisory service to a diverse portfolio of private client tax clients. This includes advising on complex trust structures, inheritance tax planning, and succession strategies, ensuring tailored solutions for high-net-worth individuals, families, and trustees.

This is a pivotal hire, offering the opportunity to play a key role in the firm’s Private Client Tax function and to shape its future growth.

Responsibilities

• Ensure compliance with legislative and ethical standards within the Trust team.
• Resolve client issues efficiently, meeting timescales and budgets.
• Lead and develop a team of advisors.
• Liaise with trustees, beneficiaries, individuals, and intermediaries to provide top-tier service.
• Act as principal on a portfolio of trust and high-net-worth clients, reviewing and signing off advice.
• Support team growth and expansion of the trust business.
• Meet with clients to assess and advise on tax planning, overseeing delivery by team members.
• Collaborate with Private Client tax partners to identify key opportunities and risks.
• Promote firm-wide services, especially financial planning.
• Ensure work is allocated effectively and departmental targets are met.
• Assist in the running of the trust corporation.

To be considered for the role, you will have:

• Previous experience in a similar role.
• ATT or CTA qualified (or equivalent) with up-to-date technical knowledge.
• Leadership experience, with a desire to mentor and develop colleagues.
• Strong client relationship skills and a proven history of delivering high-level advisory services.
• Proactive and strong problem-solving skills.

What is on Offer:

• Competitive salary and comprehensive benefit package.
• Outstanding training and development programmes.
• Supportive and flexible culture.
• Opportunities for career development.

You are required to be eligible to work in the UK full-time without restriction.

Due to the high volume of applications, it is not always possible to respond to unsuccessful applicants. If we have not responded within five days, please assume that your application has not been successful on this occasion.