Senior Manager - Private Client, Trust & Estates

Senior Manager

Private Client Tax, Trusts & Estates

London / Hybrid working

£80,000 plus excellent benefits

Our client is a specialist tax & accounting firm based with offices in the West End of London. They enjoy an enviable range of clients, focusing 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.

They are now recruiting for someone to join our private client team, to specialise in tax, trusts & estates.

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:

1. Preparation of trust accounts
2. Preparation of trust self-assessment tax returns and R185s
3. Preparation of IHT returns
4. Preparation of estate tax returns
5. 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 your own portfolio of complex clients, undertaking both compliance and consulting work, as well as assisting others as required.

To apply, simply contact John Corfield at john.corfield@pro-tax.co.uk