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Trust Tax Assistant Manager - Top 10 Firm

Pro-Tax

Birmingham

On-site

GBP 50,000 - 70,000

Full time

4 days ago
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Job summary

Une opportunité exclusive se présente pour un Trusts Assistant Manager au sein d'une équipe prestigieuse à Birmingham. Vous serez en charge de fournir des services de conseil à une clientèle fortunée et bénéficierez d'un parcours accéléré vers le poste de Directeur. Le candidat idéal sera CTA ou Part Qualified, possédant un esprit entrepreneurial et une bonne expérience technique en Trusts.

Qualifications

  • Ascension au rôle de Directorship via le programme d'accélération.
  • Capacité à travailler avec des clients HNW et UHNW.
  • Contexte légal ou en cabinet comptable souhaité.

Responsibilities

  • Fournir des services de conseil haut de gamme.
  • Développer les compétences des juniors en Trusts.
  • Travailler étroitement avec des familles riches et des successions.

Skills

Expérience technique en Trusts
Compétences en conseil client
Esprit entrepreneurial

Education

CTA Qualification ou Part Qualified

Job description

An exclusive new opportunity has arisen working within an award-winning Private Client team in Birmingham for a Trusts Assistant Manager to join to work with an elite portfolio in a 100% advisory capacity. This team have had a record year both in terms of client wins and overall profits and are now seeking an entrepreneurial-minded and ambitious individual to provide 1st class advisory services.

This role would suit an individual who has good technical experience in Trusts and is comfortable moving into a mainly client-facing advisory role. You will be working with a portfolio of HNW and UHNW's and working with wealthy families and estates. The role will be in a consulting capacity and you will be helping in the technical development of the Trusts juniors. You will also have the opportunity to join their acceleration Director programme and will be supported to develop through the ranks to Directorship where there are currently no blockers to reach.

Suitable candidates will be either CTA qualified or Part Qualified and will come from either a legal background or accountancy firm. You will have an entrepreneurial spirit and will enjoy working closely with clients. If you feel you have what it takes please email your cv to jennifer.nelson@pro-tax.co.uk

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

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