Trust Tax Assistant Manager

www.topfinancialjobs.co.uk - Jobboard; Birmingham; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

Join a top-tier National Accountancy Firm as a Trust Tax Assistant Manager/Manager within their Private Client Tax team in Birmingham. In this role, you'll manage a diverse client portfolio, provide expert trust tax advice, and support team development in a flexible, supportive environment.

Benefits

Competitive Salaries

Flexible Benefits

Study Support for Further Qualifications

Hybrid Working (3 days office, 2 days WFH)

Qualifications

• Proven technical experience in trust and estate taxation within a practice environment.
• Experience managing staff and developing junior team members.
• Strong people skills with a passion for building client relationships.

Responsibilities

• Manage a portfolio of clients, ensuring trust tax compliance.
• Provide expert advice on trust and estate tax matters.
• Mentor team members and assist in their professional development.

Skills

Client Management

People Skills

Trust and Estate Taxation

Education

ATT/CTA/STEP Qualifications

Job description

Description: Trust Tax Assistant Manager/Manager - Midlands - Top Tier firm with high quality Private Client Team

Your new company
National Accountancy Firm looking for an individual with experience dealing with trusts to join their Private Client Tax team.
This is a firm who place strong focus on their people, with staff well-being a high priority and individualised professional development to support your career goals.
Your new role
This role offers the successful individual the chance to manage a diverse portfolio of clients, provide expert trust tax advice, and work alongside industry leaders in a globally recognised network.
You will -

• Manage a portfolio of clients, ensuring trust tax compliance and accounts are handled efficiently.
• Provide expert advice on trust and estate tax matters for high-net-worth individuals.
• Support senior management in delivering trust services and overseeing client relationships.
• Play a crucial role in mentoring team members and helping them develop professionally.

What you'll need to succeed

• Proven technical experience in trust and estate taxation within a practice environment.
• Relevant Accounting/ tax qualifications - ATT and/ or CTA and/or STEP qualifications (or equivalent) would be preferable.
• Experience reviewing trust accounts.
• Strong people skills with a passion for building client relationships.
• Experience managing staff and developing junior team members.

What you'll get in return
This role offers an exceptional opportunity to join a very well-regarded Private Client Tax team and work with industry experts.
Competitive salaries and flexible benefits will be offered to the chosen individual.

Study towards further qualifications to suit the role would also be supported (e.g. STEP qualifications and career development opportunities will be numerous. You'll also join a very supportive, collaborative environment.
You'll be part of a team that celebrates individuality, encourages learning, and rewards contributions. With access to a diverse portfolio of clients, your career will thrive.
The firm have hybrid working in place with approximately 3 days office, 2 days WFH with good flexibility offered to suit workload/ varied start-finish times. Part-time working patterns would also be considered.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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