Manager Trusts and Inheritance Tax - London, United Kingdom - Pro-Tax Recruitment
Description
Trust and IHT Manager opportunity with an award-winning Private Wealth Tax advisory business. Join a great team and work with some very high profile HNWI and UNWI individuals.You will be responsible for:
- Responsible for all IHT and trust advisory matters of the clients, working with Directors/Principals/Partners. Advise on a range of tax matters, succession planning and restructuring projects in the UK, as well as preparing complex UK tax computations andreturns
- Manage a portfolio of clients including control of billings, and identification of opportunities to improve recoveries, together with cash collection.
- To assist the trainees with technical and procedural matters which will enable them to develop supervisory skills
- Develop professional relationships with clients, intermediaries and within the Firm and adapt the approach for the relevant audience.
- Meet and communicate in writing / orally with clients, intermediaries and HMRC
- To ensure assignments are completed within agreed budgets and keep client / Partner informed of overruns
- Identify risk and technical matters, as well as business development opportunities, to the Manager/ Partner, whilst exercising judgement within agreed parameters
- Ensure that the firm's quality control procedures are adhered to as appropriate
- Participate in business development activity relating to new work as requested
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