Private Client Tax Manager

1 month ago

Wellingborough, Northamptonshire, United Kingdom Quest Employment Full time
We are seeking an experienced Private Client Tax Manager or Senior Manager to join our team at Quest Employment. As a key member of our advisory services team, you will be responsible for managing a portfolio of private clients, with a focus on providing expert advice on Inheritance Tax, Estate Planning, Trusts, and International tax matters.

Responsibilities:

* Manage an advisory portfolio of private clients, maximizing fee income while supervising the billing department.
* Draft reports and provide comprehensive advice to clients.
* Build relationships with team members and clients.
* Mentor and develop junior members of staff.
* Effectively delegate work to others within the team and take responsibility for quality control while meeting deadlines.

Requirements:

* Relevant professional qualification, such as CTA (or equivalent).
* Good experience of private client tax advisory services.
* Strong technical tax knowledge and experience, specifically in Inheritance Tax, Estate Planning, Trusts, and International tax matters.
* Ability to work under pressure and to tight deadlines.
* Organized and methodical with strong numerical abilities.

If you are a motivated and experienced tax professional looking for a new challenge, we encourage you to apply for this exciting opportunity.

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