Private Client Tax Manager

18 hours 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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