Trusts Manager - Birmingham

Pro-Tax; Birmingham; On-site; GBP 60,000 - 80,000; Full time

Job summary

A rewarding opportunity for a Trusts Tax Manager at a supportive accounting firm. You'll engage with wealthy clients and charities, offering advisory services while building lasting relationships. With a family-oriented environment, this role prioritizes experience and passion over formal qualifications, emphasizing personalized approaches in tax strategy.

Qualifications

• At least 5 years experience in Trusts work.
• Experience over formal education preferred.
• Passionate about advisory roles in tax.

Responsibilities

• Work with wealthy families and their estates.
• Form long-lasting relationships with clients.
• Interact with Senior Partners on technical work.

Skills

Advisory Skills

Trusts Tax Knowledge

Relationship Management

Education

STEP qualified

Job description

A rare and incredibly rewarding opportunity has arisen for a technically strong Trusts Tax Manager to join a friendly and supportive accounting firm that boasts great employee retention, and an enviable client portfolio.

Joining as their Trusts Tax Manager you will work with a lucrative portfolio of wealthy families and their estates as well as charities. Your role will be highly interactive where you will form long-lasting relationships with their loyal client base and will therefore be comfortable in an advisory-focused Trusts role. Working directly with the Senior Partners you will get exposure to high-level technical work and be trusted to work in an autonomous manner.

This firm has a unique 'family feel' environment and rarely need to recruit externally. They are looking for an individual who is passionate to work in this complex area of tax and is keen to join a cohesive and progressive law firm. STEP qualified individuals would be preferred however the team would value experience over anything.

If you have at least 5 years experience in Trusts work and want to move away from a corporate machine into a firm where your voice is counted and heard please send your cv through to [e-mail]

________

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.