Senior Manager - Private Client, Trust & Estates

Pro-Tax; City Of London; Hybrid; GBP 80,000; Full time

Job summary

A leading tax consultancy in London is seeking a Senior Manager to oversee tax compliance for trusts and estates. You will manage client portfolios, prepare various tax returns, and provide advisory support. The ideal candidate holds a CTA, ACA, or TEP qualification and has excellent communication skills. This hybrid role offers a competitive salary of £80,000 plus benefits.

Benefits

Excellent benefits

Qualifications

• Hold a relevant accountancy or tax qualification.
• Experience managing client portfolios.
• Ability to explain tax matters clearly.

Responsibilities

• Manage a portfolio of trusts and tax compliance clients.
• Prepare trust accounts and self-assessment tax returns.
• Provide ad hoc planning and advisory support.

Skills

Excellent communication skills

Tax compliance knowledge

Team player

Problem-solving

Education

CTA, ACA or TEP qualification

Job description

Overview

Senior Manager

Private Client Tax, Trusts & Estates

London / Hybrid working

£80,000 plus excellent benefits

About the company

Our client is a specialist tax & accounting firm based with offices in the West End of London. They enjoy an enviable range of clients, with a focus on international & UK HNWIs, as well as having a dedicated corporate & OMB team. Their mission is to provide clients with comprehensive team support to run their finance departments. They work with wealthy families to provide a family office service and offer their private clients a trustee service.

About the role

You will be managing a portfolio of trusts and tax compliance clients as well as providing ad hoc planning and advisory support to the directors. The compliance will include preparation of trust accounts, preparation of trust self-assessment tax returns and R185s, preparation of IHT returns, preparation of estate tax returns, and preparation of personal tax returns. Ad hoc planning and advisory work will be diverse, interesting, and challenging.

About you

You will hold an accountancy or tax qualification such as CTA, ACA or TEP and be either already at senior level and looking for a route to manager level and beyond, or a manager looking for their next step. In both cases you will be wishing to continue to learn and grow in the role.

You will have excellent communication skills - both written and in person. You will be able to explain complex areas of tax to clients in straightforward and understandable language without the use of technical jargon.

You will be flexible and a team player - able to handle you own portfolio of complex clients, undertaking both compliance and consulting work, as well as assisting others as required.

How to apply

To apply simply contact John Corfield at [e-mail]

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