Trust/Private Client Tax Manager
Trust / Private Client Tax ManagerOur Client - Leading Private Client Tax AccountantsLondon / Hybrid Full-Time Up to £80,000 (dependent on experience) plus excellent benefitsAre you an experienced trust and private client professional ready to step into a management role? Our client, a highly regarded firm of chartered accountants, is seeking a Trust / Private Client Tax Manager to join their established and growing Trust Team.This is an outstanding opportunity to take ownership of a diverse portfolio, lead client relationships, and play a key role in shaping the development of the trust and private client offering within a supportive, high-quality firm.The Role As Trust / Private Client Manager, you will take responsibility for the management and delivery of trust, estate and private client services, working closely with partners and acting as a trusted adviser to clients.Key responsibilities will include:Managing a portfolio of UK resident trusts, with exposure to non-UK trusts and estatesReviewing and overseeing the preparation of trust accounts and tax returnsAdvising on trust taxation, distributions, IHT and planning mattersActing as the primary point of contact for clients, trustees, beneficiaries and HMRCSupporting and contributing to trust planning and advisory projectsManaging workflows, deadlines and quality of work across the portfolioCoaching, mentoring and reviewing the work of junior team membersAssisting partners with business development and client ..... full job details .....
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