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Permanent

Private Client and Trust Manager - St Albans

St. Albans
money-bag 70000.00-70000.00 Annual
3171807174
Posted Today

Private Client Tax Manager Location: St AlbansWorking pattern: HybridEmployment type: Permanent The opportunity A respected accountancy practice in St Albans is looking for a Private Client Tax Manager to join its growing team. You will advise high-net-worth individuals, trusts, estates, business owners and trustees on a range of tax matters, including compliance, planning and succession. The role offers strong client contact, varied advisory work and clear progression opportunities. Key responsibilities Manage a portfolio of private clients, trusts and estates. Review personal, trust and estate tax returns. Advise on IHT, CGT, succession and estate planning. Support executors, trustees and professional advisers. Deal with HMRC enquiries, clearances and correspondence. Attend client meetings and provide practical advice. Manage deadlines, budgets and billing. Review work and support junior team members. Contribute to business development and team growth. Keep up to date with tax legislation and HMRC guidance. The clients You may work with: HNW individuals and families. Entrepreneurs and business owners. Trustees and executors. Family investment companies and family offices. UK and internationally connected clients. Clients with property, investment and business interests. What we are looking for Ideally, you will be ATT or CTA qualified, or have equivalent experience. You should have: Strong private client tax experience. Good knowledge of personal tax, trusts, ..... full job details .....

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