Tax Manager
3 days ago
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:
- Work closely with partners and directors to deliver trusts and estates advice to a HNW client base.
- Supervise a team of junior advisers to ensure the annual tax and accounts compliance processes are completed effectively.
- Contribute to interesting one-off trust advisory projects, particularly relating to the mitigation of Inheritance Tax (IHT).
- 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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