Trust & Estates Tax Senior Manager, Top 10, London

A Top 10 accounting practice is looking for a new Trusts & Estates Tax Senior Manager to join their growing Private Client team in London.

The firm prides itself on its friendly and supportive atmosphere, and has a lot of ambition for growth and the future. This role offers challenging, rewarding work with a diverse client base, with a focus on a healthy work-life balance, and has a generous remunerations package to boot.

If you are passionate about your work and possess a strong professional background, this is the company for you.

Responsibilities:
• Advise on Inheritance tax, trusts and estate planning for domestic and international clients
• Have primary responsibility for the day to day management of a varied caseload and resolving private client queries without direct supervision from the director
• Assist other client engagement partners in providing a pro-active tax advice service to existing clients, and generally support cross-discipline advice by working with other teams
• Assist the directors’ and partners’ business development to maximise fee income and develop the portfolio of clients
• Respond to queries from the firm's other offices and ensure timely completion of any work being undertaken
• Build good working relationships with clients, understand client needs and communicate with them in layman's terms
• Lead meetings with internal and external clients and be responsible for all correspondence
• Agree and negotiate with clients regarding the fees per engagement
• Control WIP and oversee billing arrangements for a portfolio of clients including reviewing fee proposals, agreeing fees with partners/clients, issuing fees and debt collection
• Work as part of a team and delegate effectively to staff of a suitable level and provide technical support
• Have an awareness of compliance issues
• Mentor and develop junior members of the team within the department, including reviewing as appropriate
• Be aware of probate and administration work in respect of UK and non UK domiciled estates
• Seek opportunities to develop own technical skills by attending internal and external training courses, seminars and conferences

Requirements:
• Proven specialist technical private client experience gained within a practice environment is essential with an emphasis on Trusts, Estates and IHT.
• Proven experience providing tax planning advice and solutions to high net worth individuals
• Excellent technical, problem solving and analytical skills
• CTA qualification desirable and/or a member of STEP. An accountancy or legal qualification
would be an advantage
• Excellent communication skills, both verbal and written
• Team orientated
• Strong organisational and time management skills
• Able to work with minimum supervision and with accuracy and focus to meet deadlines
• An interest and experience in business development and marketing

Apply now through etaxjobs to learn more.

You may return to your current search results by clicking here.

  • eTaxJobs UK
  • eTaxJobs US
  • eTaxJobs CH
  • eTaxJobs EU

This website uses cookies. Read our cookie policy for more information. By continuing to browse this site you are agreeing to our use of cookies.

Latest Job Listings
web analytics