Senior Manager

4 weeks ago


London, Greater London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time
Senior Manager - Private Client Tax, Trusts and Estates

Location: London

Type: Permanent

West End of London: Our client is a specialist tax & accounting firm based in the West End of London.

Our Mission: To provide clients with comprehensive team support to run their finance departments.

Family Office Service: They work with wealthy families to provide a family office service and offer their private clients a trustee service.

Job Summary:

You will be managing a portfolio of trusts and tax compliance clients, as well as providing ad hoc planning and advisory support to the directors.

About the Role:

The compliance will include preparation of trust accounts, preparation of trust self-assessment tax returns and R185s, preparation of IHT returns, preparation of estate tax returns, and preparation of personal tax returns.

Ad Hoc Planning and Advisory Work: This will be diverse, interesting, and challenging.

About You:

You will hold an accountancy or tax qualification such as CTA, ACA or TEP and be either already at senior level and looking for a route to manager level and beyond, or a manager looking for their next step.

Requirements:

You will be able to explain complex areas of tax to clients in straightforward and understandable language without the use of technical jargon.

Team Player: You will be flexible and a team player - able to handle your own portfolio of complex clients, undertaking both compliance and consulting work, as well as assisting others as required.

Our Commitment: 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.



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