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Title: Private Client Tax Senior Manager
Location: 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:
- Significant experience in Trusts and Inheritance Tax with a strong interest in advisory work.
- Broader private client tax experience is highly desirable.
- Skilled in managing client relationships and mentoring teams.
- Comfortable working with both compliance and advisory matters, with a preference for advisory.
- Experience in business development is a plus.
This role is ideally based in Lichfield, but candidates preferring the Birmingham office are welcome to apply, provided they can travel to Lichfield once a week.
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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