Trust & Estate Tax Manager - Private Client

Capital Tax Recruitment; Glasgow; On-site; GBP 55,000 - 85,000; Full time

Job summary

Capital Tax Recruitment is assisting a well-respected mid-market practice in Glasgow to recruit a Trust & Estate Tax Manager or Senior Manager. The role offers ownership of a varied private client portfolio and end-to-end relationship management.

You'll handle trust, estate and IHT compliance work, participate in ad hoc advisory projects, and help develop junior team members as part of a growing private client team in Scotland.

Qualifications

• CTA/ATT/CA or equivalent tax qualification.
• Several years' tax compliance experience at Assistant Manager level or above.
• Strong trust and estate/IHT experience.
• Experience managing your own client portfolio.

Responsibilities

• Take ownership of a varied private client portfolio.
• Manage client relationships end-to-end.
• Handle trust, estate and IHT compliance work.
• Get involved in ad hoc advisory projects.
• Help develop junior team members.

Skills

Trust & Estate experience

Client portfolio management

Tax compliance experience

Education

CTA/ATT/CA qualification

Job description

A well-respected, growing mid-market practice is looking for a Trust & Estate Tax Manager or Senior Manager to take ownership of a varied private client portfolio. You'll manage client relationships end-to-end, handle trust, estate and IHT compliance work, get involved in ad hoc advisory projects and help develop junior team members.

You'll need:

• A relevant tax qualification (CTA, ATT, CA )
• Several years' tax compliance experience at Assistant Manager level or above
• Strong trust and estate/IHT experience
• A track record of managing your own client portfolio

On offer: generous package is available