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Tax Client Manager - Trusts & Estates

Job Posted: 4 days ago

Salary: £ 48,000 - 60,000 / Annum
Job Type: Permanent
Location: Shrewsbury, Shropshire

Expire in: 24 days

Job Description

Your new company 
I'm excited to be working with an accountancy practice in Shropshire who are seeking an experienced and client-focused Tax Client Manager - Trusts & Estates to join their growing private client tax team. This is an excellent opportunity for a tax professional with strong technical expertise in trusts, estates, inheritance tax, and personal taxation to manage a diverse portfolio of high-net-worth individuals and trusts. You will act as a trusted adviser to clients, delivering high-quality compliance services while identifying planning opportunities and supporting the development of long-term client relationships.

Your new role 
 This role offers the opportunity to manage a varied portfolio of trusts, estates and private clients, providing specialist advice on inheritance tax, capital gains tax, succession planning and estate administration. You will build strong relationships with clients and professional advisers, oversee tax compliance matters, identify planning opportunities, support complex advisory projects, and mentor junior team members, making it an excellent opportunity for an experienced private client tax professional looking to develop their career within a collaborative and client-focused environment.

What you'll need to succeed 

Professional qualification (ATT, CTA, ACA, ACCA or equivalent)
Strong private client tax experience, particularly within trusts and estates
Excellent knowledge of UK trust taxation, IHT, CGT and estate administration
Strong client-facing, analytical and problem-solving skills
Ability to manage multiple priorities and deadlines effectivelyDesirable Experience:

CTA qualified or studying towards CTA
Previous mentoring or supervisory experience
Knowledge of landed estates, Agricultural Property Relief (APR), Business Property Relief (BPR) and family wealth planning 

What you'll get in return 

Competitive salary and benefits package. 
Flexible working arrangements. 
Generous holiday entitlement. 
Wide range of employee benefits
Professional development and career progression opportunities. 
Support for continued professional qualifications and technical training. 
A collaborative and supportive working environment. 
Exposure to a high-quality portfolio of private clients and complex advisory work.  

What you need to do now 
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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Looking for your next career move? Join a top company hiring Tax Client Manager - Trusts & Estates job near me in Shrewsbury, Shropshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!