Title: Private Client Tax Senior Manager
Location: Lichfield
Salary: Starting from 55,000, depending on experience.
Gleeson Recruitment is working with a respected accountancy and business advisory firm with a strong presence across the UK. Based in Lichfield, this role offers an opportunity to join a firm that values its clients and team, providing a professional and supportive work environment.
What You'll Do
In this role, you'll focus on Trust and Estates work, managing tax planning and compliance for a portfolio of private clients. You'll assist a Partner in delivering high-quality advice and services while supporting the day-to-day running of the Private Client department.
Key responsibilities include:
- Providing tax planning and compliance services for trusts, estates, and beneficiaries.
- Acting as the main point of contact for clients, offering clear advice on Trust and Estates matters.
- Identifying ways to reduce tax liabilities, especially for estate planning and trust administration.
- Assisting with the department's operations, such as reporting, marketing, and team management.
- Supporting team members with mentoring, appraisals, and recruitment.
- Leading complex advisory transactions related to trusts and estates.
About You
- Significant experience in Trust and Estates tax is essential.
- Familiar with modern tax software and reporting tools.
- Skilled in mentoring and managing teams.
- Business development experience is a plus.
At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.
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