Private Client Senior Manager or Director

  • Location


  • Sector:

    Personal Tax, Trusts

  • Job type:


  • Salary:

    61000 - 75000 + benefits

  • Contact:

    Alison Tait

  • Contact email:

  • Job ref:


  • Published:

    2 months ago

  • Expiry date:


  • Client:


This highly regarded independent firm is looking for a personal tax senior manager or director with an interest in trust and IHT work.  This is a role that comes technical, man management and business development responsibilities and also fantastic career progression prospects.  Your main responsibilities will be as follows:
The provision of high level tax planning advice to HNW individuals, including Inheritance Tax planning, non-domicile and residence issues and the use of UK and offshore trusts and income tax planning.
Carrying out IHT reviews/estate planning work for HNW individuals e.g. entrepreneurs, directors and shareholders of companies.
Providing Probate services to appropriate clients and working alongside the Partner to grow this service.
The delivery of ad-hoc tax advice with the tax partners mainly around IHT, Trust and succession planning.
Winning new clients and presenting proposals to existing clients.
Working closely with the Wealth Management team to ensure a joined up approach to tax and financial planning.
Contributing to department policies and procedures.
Undertaking appraisals of appropriate senior/junior members of staff.
Keeping abreast of technical developments.
Evaluating IHT and Trust products and services and also developing new products and strategies with the Partner
You must have excellent communication skills and experience of managing a team.