Trust Tax Assistant Manager

hays-gcj-v4-pd-online; Birmingham; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A reputable National Accountancy Firm in Birmingham seeks a Private Client Tax professional with expertise in trust and estate taxation. This role involves managing a diverse client portfolio and providing expert advice, with strong focus on individualized professional development and work-life balance. The firm offers a supportive environment that values flexibility and celebrates individuality.

Benefits

Study support for further qualifications

Collaborative work environment

Flexible working hours

Qualifications

• Proven experience in trust and estate taxation within a practice environment.
• Relevant accounting/tax qualifications preferred.
• Experience in reviewing trust accounts.

Responsibilities

• Manage a portfolio of clients and ensure trust compliance.
• Provide expert advice on trust and estate tax matters.
• Mentor team members for their professional development.

Skills

Trust and estate taxation

Client relationship building

Staff management

Education

ATT qualification

CTA qualification

STEP qualification

Job description

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Your newpany

National Accountancy Firm looking for an individual with experience dealing with trusts to join their Private Client Tax team.
This is a firm that places a strong focus on its people, with staff well-being a high priority and individualized 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 recognized network. You will:

1. Manage a portfolio of clients, ensuring trust compliance and accounts are handled efficiently.
2. Provide expert advice on trust and estate tax matters for high-net-worth individuals.
3. Support senior management in delivering trust services and overseeing client relationships.
4. 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.
Study towards further qualifications to suit the role would also be supported (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 has hybrid working in place with approximately 3 days in the office, 2 days WFH, with good flexibility offered to suit workload and varied start-finish times. Part-time working patterns would also be considered.