Tax Manager

3 days ago


City Of London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time
Trust Tax Manager - Excellent working environment

Job Type: Permanent

About the Role:

We are seeking a highly skilled Trust Tax Manager to join our team at Pro-Tax Recruitment Limited. As a key member of our Private Client team, you will be responsible for overseeing a portfolio of High Net Worth (HNW) trusts, estates, and beneficiaries.

Key Responsibilities:

  1. Work closely with partners and directors to deliver trusts and estates advice to a HNW client base.
  2. Supervise a team of junior advisers to ensure the annual tax and accounts compliance processes are completed effectively.
  3. Contribute to interesting one-off trust advisory projects, particularly relating to the mitigation of Inheritance Tax (IHT).
  4. Act as the primary point of contact for clients, liaising closely with trustees, HMRC, and third-party advisers.

Requirements:

Ideally, you will hold a Chartered Tax Adviser (CTA), Association of Chartered Certified Accountants (ACA), or Society of Trust and Estate Practitioners (STEP) qualification. The successful candidate will be an experienced Trust Manager seeking a new challenge with a reputable firm that values career development.



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