Title: Private Client Tax Senior ManagerLocation: Lichfield (with flexibility to work from Birmingham and travel to Lichfield once a week)Salary: Up to £60,000, depending on experience.
Gleeson Recruitment Group is delighted to be working with a reputable accountancy and business advisory firm, offering an exciting opportunity for a Private Client Tax Senior Manager to join their growing team.
This role involves working on a variety of private client tax matters, with a particular focus on Trusts, Inheritance Tax, and advisory services, while also supporting compliance work.
Key Responsibilities:
* Provide tax planning and compliance services for trusts, estates, and beneficiaries.
* Deliver high-quality advisory work, focusing on reducing tax liabilities for estate planning and trust administration.
* Manage a portfolio of private clients and act as the main point of contact for Trust and Estates matters.
* Support the growth of the Private Client department, including mentoring team members and assisting with recruitment.
* Assist with marketing and business development efforts to expand the firm's reach.
About You:
1. Significant experience in Trusts and Inheritance Tax with a strong interest in advisory work.
2. Broader private client t...