Tax- Trust & Estates- Senior Manager, London

Personal Tax Jobs, Trusts Jobs
Job Title:
Tax Jobs in Practice, Senior Tax Manager Jobs
UK & Ireland Tax Jobs
Greater London Tax Jobs
City of London Tax Jobs, London Tax Jobs
£65,000 to £72,000 per annum
Salary Description:
£65000 - £72000 per annum + Benefits/Bonus
Job Ref:

* 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 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

Please note our advertisements use PQE/salary levels purely as a guide. However we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.

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