Overview

Senior Manager

Private Client Tax, Trusts & Estates

London / Hybrid working

£80,000 plus excellent benefits

Our client is a specialist tax & accounting firm based with offices in the West End of London. They enjoy an enviable range of clients, with a focus on international & UK HNWIs, as well as having a dedicated corporate & OMB team. Their mission is to provide clients with comprehensive team support to run their finance departments. They work with wealthy families to provide a family office service and offer their private clients a trustee service.

They are now recruiting for someone to join our private client team, to specialise in tax, trusts & estates.

Responsibilities

• Manage a portfolio of trusts and tax compliance clients, providing ad hoc planning and advisory support to the directors.
• Prepare trust accounts, trust self-assessment tax returns and R185s, and prepare IHT returns, estate tax returns, and personal tax returns.
• Undertake ad hoc planning and advisory work that is diverse, interesting, and challenging.

About you / Qualifications

• Hold an accountancy or tax qualification such as CTA, ACA or TEP.
• Be either already at senior level and seeking a route to manager level and beyond, or a manager looking for the next step.
• Excellent communication skills, able to explain complex areas of tax to clients in straightforward language without jargon.
• Flexible team player able to manage a portfolio of complex clients, undertake both compliance and consulting work, and assist others as required.

How to apply

To apply simply contact John Corfield at john.corfield@pro-tax.co.uk

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.