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.
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