Private Client Accounts & Tax Manager

A well-regarded professional services firm is seeking an experienced Private Client Accounts & Tax Manager to join its Private Client team, focusing on trusts and estates. This role offers a great opportunity to manage a portfolio of high-net-worth clients and provide expert advice on trust and estate accounting and taxation matters.

Key Responsibilities:
— Managing the preparation of trust and estate accounts, tax returns, and related compliance work
— Advising clients on Inheritance Tax, Capital Gains Tax, and Income Tax matters related to trusts and estates
— Overseeing the administration of trusts and estates from an accounting and tax perspective
— Liaising with solicitors, financial advisors, and beneficiaries
— Reviewing work prepared by junior team members and providing guidance as needed
— Ensuring compliance with HMRC requirements and internal procedures
— Keeping up to date with changes in tax legislation and advising clients accordingly

Candidate Requirements:
— Qualified accountant or tax professional (e.g. ACA, ACCA, CTA, STEP qualification beneficial)
— Strong experience in trust and estate accounting and taxation
— Excellent knowledge of UK tax compliance for private clients
— Strong communication and client management skills
— Attention to detail, organised, and able to work independently
— Proficient in relevant accounting/tax software and Microsoft Office

How to Apply:
Interested candidates are invited to submit a CV and brief cover letter for consideration.