- Essential trust tax knowledge and a solid grasp of personal taxation.
- Act as a key contact point within the firm for clients, alongside other senior staff.
- Handle all aspects related to managing an existing client portfolio, including billings, cash collection, and consultancy work.
- Efficiently manage workloads, support Partners on client matters, and aid in group management.
- Identify business opportunities, collaborate with senior staff, and demonstrate a drive for expanding the portfolio and team.
- Experience offering trust, estate, and charity advice to high net worth individuals.
- Proven technical expertise in private client services, capable of resolving complex tax issues in a practice setting.
- Proficiency in reviewing Trust accounts and tax accounting aspects.
- Dealing with HNW clients and seeking new business development opportunities.
- Prior staff management experience.
- CTA and/or STEP qualifications.
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Trust Tax Manager or Senior Manager - Ipswich, United Kingdom - Hays Specialist Recruitment Limited
Description
Tax Trust Manager or Senior Manager Position at XYZ Company
Tax Trust Manager or Senior Manager needed to join a dynamic team providing Tax Advisory services to start-ups, scale-ups, private businesses, and FTSE listed multinationals. Each client presents unique needs, offering you the chance to apply your expertise in diverse contexts, thus enhancing your skills and gaining valuable experience that will benefit your long-term career. Our client seeks an individual comfortable with proactive work, efficient task management, collaborative teamwork, and regular communication with senior management to facilitate effective business operations.
The Private Client Services division offers a wide range of specialized services tailored to various clients - from UK and offshore Trusts, Charities, and Estates to entrepreneurs and entertainers. Through their expertise, they manage global tax matters proactively and seamlessly.
At our firm, you'll have the chance to broaden your skillset, gain insight into the Tax business, and enjoy career growth opportunities. You'll be encouraged to progress swiftly in your career, assisting others along the way, while handling diverse workloads for a broad client base.
Responsibilities:
To thrive in this role, you need:
Rewards and Benefits
Our client values authenticity, celebrates your contributions, and supports your personal and career growth. They prioritize agile working, offering flexibility tailored to your needs, team dynamics, and tasks at hand. You'll receive support to accomplish your goals, access to development programs, resources, and frameworks for structured career advancement.
If you find this opportunity compelling, please submit your application online or reach out to Cara Whyte for a confidential discussion and to obtain the detailed job description.
Hays EA, a division of Hays Specialist Recruitment Limited, serves as an employment agency for permanent and temporary worker placements. By applying for this role, you acknowledge and accept the terms and conditions, privacy policy, and disclaimers available on our website.
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