Senior Manager - Private Client, Trust & Estates

PRO-TAX RECRUITMENT LIMITED; London; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A specialist tax and accounting firm in London is seeking a Senior Manager to manage a portfolio of trusts and tax compliance clients. The ideal candidate will hold a CTA, ACA, or TEP qualification and possess excellent communication skills to explain complex tax concepts clearly to clients. This role offers opportunities for growth in a hybrid working environment.

Qualifications

• Must hold a relevant accountancy or tax qualification.
• Experience in tax, trusts, and estates preferred.
• Ability to explain complex tax areas in simple terms.

Responsibilities

• Manage a portfolio of trusts and tax compliance clients.
• Preparation of tax returns and trust accounts.
• Provide ad hoc planning and advisory support to directors.

Skills

Tax compliance

Excellent communication skills

Portfolio management

Client advisory

Education

CTA, ACA or TEP qualification

Job description

Location

London

Type

Permanent

Senior Manager

London / Hybrid working

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.

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 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.

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

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