Trusts & Estates Tax Senior - Advisory & Growth Path

PRO TAX; Blackburn; Hybrid; GBP 38,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

Bonus potential

Equity opportunities

Job summary

PRO TAX is seeking a Trust & Estates Tax Senior / Assistant Manager for its established regional firm in Blackburn/Bolton. The role handles a sizeable portfolio of trust matters, including approximately 150 trust tax returns, with a blend of compliance and advisory work.

You will work with senior staff on more complex advisory assignments, grow your technical knowledge, and progress into more senior responsibilities as the firm expands.

Qualifications

• Experience handling trust tax matters and returns.
• Ability to support advisory work on IHT, CGT, income tax and trust planning.
• Experience building and maintaining client relationships in a tax advisory environment.

Responsibilities

• Take ownership of a portfolio of Trust & Estates clients and review/prepare ~150 trust tax returns.
• Support clients on IHT, CGT, income tax and related compliance.
• Work with senior team on complex advisory work and client relationships.

Skills

Trust & Estates

Tax compliance

Advisory

Client relationships

Job description

PRO TAX is seeking a Trust & Estates Tax Senior / Assistant Manager for its established regional firm in Blackburn/Bolton. The role handles a sizeable portfolio of trust matters, including approximately 150 trust tax returns, with a blend of compliance and advisory work.

You will work with senior staff on more complex advisory assignments, grow your technical knowledge, and progress into more senior responsibilities as the firm expands.