Trust and Estate Tax Lead
3 weeks ago
You will be responsible for overseeing the delivery of personal tax advisory work, including drafting reports and leading client discussions. Additionally, you will serve as the main point of contact for clients, effectively communicating complex tax technical information to non-experts.
We are looking for a highly skilled tax professional who can drive efficiency within the team by implementing process improvements. If you have a strong background in taxation and excellent communication skills, we encourage you to apply.
Key Responsibilities:
- Oversee and enhance the delivery of personal tax advisory work, including drafting reports and leading client discussions.
- Manage a client portfolio predominantly involving trusts and estates, addressing multiple sources of income and gains.
- 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.
Salary and Benefits
$180,000 - $250,000 per annum, depending on experience.
We offer a comprehensive benefits package, including professional development opportunities and career progression within the firm.
About Us
We are a reputable recruitment agency specializing in tax professionals. Our team is committed to delivering exceptional service to our clients and candidates.
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