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Private Client Tax and Trust Manager

4 months ago

Exeter, United Kingdom Creative Tax Recruitment Full time


Join the private client tax team of this top-ranked mid-tier firm that provides an excellent opportunity to directly impact the strategic direction and development of trust and estate services.

As the Private Client Trust and Tax Manager, your role would involve handling a range of crucial tasks related to the management of trusts, estates, and their beneficiaries.

Key Responsibilities:

• Manage a compliance portfolio predominantly involving HNWI's, trusts and estates.
• Serve as the main point of contact for clients, effectively communicating complex tax technical information to non-experts.
• Drive the delivery of one-off advisory and compliance assignments.
• Mentor and provide technical training to team members to foster their development and enhance team performance.
• Implement process improvements to increase efficiency within the team.

What the firm offers:

A key role within a respected firm where your contributions have a visible impact.

The opportunity to work with high net-worth clients and professional advisors in a client-facing capacity.
Support for professional development and career progression within the firm. Progress towards SM.#J-18808-Ljbffr