Private Client Tax Director
4 weeks ago
As a pivotal part in our Tax Department, specifically within the Trusts, Probates division, you will provide non-contentious probate services via our trust corporation, aiming to expand through cross-referrals. You will collaborate with Private Client Partners, support the Head of Legal Services with regulatory matters under ICAEW accreditation, ensuring key deadlines, pricing transparency, and risk management.
Onboard clients, issue engagement letters, handle KYC, and act as main contact throughout probate.
Prepare IHT400 forms, submit to HMRC, and calculate inheritance tax due, advising on payment options.
Manage asset collection, prepare estate accounts, conduct beneficiary checks, and post Trustee Act Notices.
Arrange tax returns up to date of death and for estate administration period.
Support regulatory visits, instruct solicitors for legal deeds, and complete HMRC filings.
-
Private Client Tax Director
3 weeks ago
St Albans, Hertfordshire, United Kingdom Mercer & Hole Full timeJob Title: Private Client Tax DirectorAs a Private Client Tax Director at Mercer & Hole, you will be responsible for managing a team of professionals in providing probate and private client services to clients. Your expertise will be crucial in ensuring that our clients receive the highest level of service and support.Key Responsibilities:Manage a team of...
-
Private Client Tax Director
4 weeks ago
St Albans, Hertfordshire, United Kingdom LHH Recruitment Full timeJob Title: Private Client Tax DirectorJob Summary:We are seeking a highly skilled Tax Director to join our team at LHH Recruitment. As a pivotal part in our Tax Department, specifically within the Trusts, Probates division, you will provide non-contentious probate services via our trust corporation, aiming to expand through cross-referrals.Key...
-
Private Client Tax Manager
3 weeks ago
St Albans, Hertfordshire, United Kingdom Taylor Rose Recruitment Ltd Full timeTax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a highly progressive firm of Chartered Accountants in St Albans. Perfect for a CTA Qualified individual seeking the next step up in their career with an excellent work/ life balance, and genuine scope to...
-
Private Client Tax Manager
3 weeks ago
St Albans, Hertfordshire, United Kingdom Taylor Rose Recruitment Ltd Full timeTax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a highly progressive firm of Chartered Accountants in St Albans. Perfect for a CTA Qualified individual seeking the next step up in their career with an excellent work/ life balance, and genuine scope to...
-
Private Client Tax Manager
4 weeks ago
St Albans, United Kingdom Taylor Rose Recruitment Ltd Full timePrivate Client Tax Manager OpportunityTaylor Rose Recruitment Ltd is pleased to present a challenging and rewarding opportunity for a Private Client Tax Manager to join a highly progressive firm of Chartered Accountants in St Albans.This role is perfect for a CTA Qualified individual seeking the next step up in their career with an excellent work/life...
-
Private Client Tax Expert
5 hours ago
St Albans, Hertfordshire, United Kingdom Taylor Rose Recruitment Full timeTaylor Rose Recruitment is proud to present a Private Client Tax Manager or Senior Manager opportunity with a highly progressive firm of Chartered Accountants in St Albans.As a CTA Qualified individual, this role offers the next step up in your career with an excellent work/life balance and genuine scope to progress to Tax Director.You will be allocated an...
-
Private Client Tax Manager
4 weeks ago
St Albans, United Kingdom Taylor Rose Recruitment Ltd Full timeTax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a highly progressive firm of Chartered Accountants in St Albans. Perfect for a CTA Qualified individual seeking the next step up in their career with an excellent work/ life balance, and genuine scope to progress...
-
Private Client Tax Manager or Senior Manager.
3 weeks ago
St Albans, Hertfordshire, United Kingdom Taylor Rose Recruitment Ltd Full timeTax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a highly progressive firm of Chartered Accountants in St Albans. Perfect for a CTA Qualified individual seeking the next step up in their career with an excellent work/ life balance, and genuine scope to...
-
Private Client Tax Manager
4 weeks ago
St. Albans, United Kingdom Taylor Rose Recruitment Ltd Full timeTax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a highly progressive firm of Chartered Accountants in St Albans. Perfect for a CTA Qualified individual seeking the next step up in their career with an excellent work/ life balance, and genuine scope to progress...
-
Private Client Tax Manager
4 weeks ago
St Albans, United Kingdom Taylor Rose Recruitment Ltd Full timeTax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a highly progressive firm of Chartered Accountants in St Albans.Perfect for a CTA Qualified individual seeking the next step up in their career with an excellent work/ life balance, and genuine scope to progress...
-
Private Client Tax Manager
4 weeks ago
St. Albans, United Kingdom Taylor Rose Recruitment Ltd Full timeTax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a highly progressive firm of Chartered Accountants in St Albans.Perfect for a CTA Qualified individual seeking the next step up in their career with an excellent work/ life balance, and genuine scope to progress...
-
Private Client Tax Manager
3 weeks ago
St Albans, United Kingdom Taylor Rose Recruitment Ltd Full timeTax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a highly progressive firm of Chartered Accountants in St Albans.Perfect for a CTA Qualified individual seeking the next step up in their career with an excellent work/ life balance, and genuine scope to progress...
-
Private Client Tax Manager
3 weeks ago
St Albans, United Kingdom Taylor Rose Recruitment Ltd Full timeTax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a highly progressive firm of Chartered Accountants in St Albans.Perfect for a CTA Qualified individual seeking the next step up in their career with an excellent work/ life balance, and genuine scope to progress...
-
Tax Director Lead
2 weeks ago
St Albans, Hertfordshire, United Kingdom Creative Tax Recruitment Full timeSenior Tax & Trust Director RoleWe are seeking a seasoned professional to lead and expand a thriving trust, probate, and inheritance tax practice. As Director of Tax, you will oversee the full lifecycle of trust, probate, and estate planning services, working directly with clients to scope, price, and onboard new cases.Estate Planning...
-
Tax Manager for Private Clients
3 weeks ago
St Albans, Hertfordshire, United Kingdom Michael Page Full timeAbout the RoleWe are seeking a highly skilled Tax Manager to lead our Private Client Tax team. This individual will be responsible for managing a portfolio of clients, providing specialist tax advice, and preparing tax returns.Key ResponsibilitiesBuild and maintain relationships with private clients, understanding their tax needs and providing tailored...
-
Private Client Tax Senior Manager/Manager
2 weeks ago
St Albans, Hertfordshire, United Kingdom Distinct Full timeA top 40 accountancy firm is looking for a Tax Manager to join their expanding team. Known for its expertise in private client tax and financial planning, the firm offers a collaborative and supportive work environment with offices across the UK. Key Responsibilities: Manage a portfolio of HNWIs, handling income tax, capital gains tax, and PAYE coding. ...
-
IHT, Trusts
3 weeks ago
St. Albans, United Kingdom Page Group UK Full timeThe role of the IHT, Trusts & Probate Private Client Tax Director / Lawyer involves providing high-level tax advice and solutions to a diverse client base in the professional services industry. Client Details The firm is a respected player in the professional services sector, with a large team of over 200 staff members. Located in London and Hertfordshire,...
-
Probate/Private Client Tax Director
4 weeks ago
St Albans, Hertfordshire, Hertfordshire, United Kingdom LHH Full timeWhat you can expect from the role:As a pivotal part in our Tax Department, specifically within the Trusts, Probates division, you will provide non-contentious probate services via our trust corporation, aiming to expand through cross-referrals. You will collaborate with Private Client Partners, support the Head of Legal Services with regulatory matters under...
-
Tax Director
4 weeks ago
St Albans, Hertfordshire, United Kingdom Michael Page Finance Full timeAn exciting opportunity has arisen for a highly experienced Private client tax professional to join our well-established tax team as a Director, focusing on Trusts, Probate, and Inheritance tax. This key leadership position will involve managing these tax services and providing tax advice to a well-established client base.Our client is a leading professional...
-
Private Client Tax Manager | Senior Manager
2 weeks ago
St Albans, Hertfordshire, United Kingdom Distinct Full timeA top 40 accountancy firm is looking for a Tax Manager to join their expanding team. Known for its expertise in private client tax and financial planning, the firm offers a collaborative and supportive work environment with offices across the UK. Key Responsibilities: Manage a portfolio of HNWIs, handling income tax, capital gains tax, and PAYE coding. ...