Trusts Senior Tax Manager - Birmingham

PRO-TAX RECRUITMENT LIMITED; Birmingham; On-site; GBP 60,000 - 80,000; Full time

Job summary

Join an awarded firm as a Senior Trusts Manager, where you'll utilize your expertise to guide clients in trusts and wealth management. This role offers career growth in a supportive environment focused on autonomy and technical excellence, ideal for candidates with a strong background in trusts.

Qualifications

• Experience in managing trusts is preferred.
• Strong technical skills related to Trusts and Probates.
• Ability to build and maintain client relationships.

Responsibilities

• Assist clients with complex issues including IHT and family wealth management.
• Work closely with the Head of Private Client Tax.
• Manage a diverse portfolio of clients with autonomy.

Skills

Trusts management

IHT expertise

Client relationship building

Family wealth management

Long-term tax planning

Education

STEP qualification (preferred)

Job description

Exclusive opportunity to join a Top 10 firm as their leading Senior Trusts Manager! This well established and esteemed team have won awards for their work across Trusts and Probates and is now looking for a Senior Trusts Manager to join and work with their long-standing clients.

Due to the intimate size of this team, the firm are seeking a capable individual who is confident lending their technical skills to an impressive portfolio of work. As the Trusts Senior Manager you will build relationships with your client base and will assist on issues including IHT, family wealth management and long-term tax planning.

In this highly autonomous role, you will work in partnership with the Head of Private Client Tax, focused not only on your clients but the growth and prosperity of the firm as a whole. There is a huge potential for career growth as well as the freedom to manage your role with no micromanagement.

Whilst the STEP qualification is preferred, it is not essential as strong experience in Trusts is preferred. Full support for STEP will be provided to candidates seeking to become qualified.

Interested in finding out more please call email [e-mail]

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