Your newpany
National Accountancy Firm looking for an individual with experience dealing with trusts to join their high-quality Private Client Tax team working with a varied portfolio of HNWIs.
If you're looking to work for a firm that place a strong focus on their people and prioritise staff well-being and have good knowledge of personal tax alongside exposure to trusts, this could be an excellent opportunity to develop your career within a well-regarded team.
Your new role
This role offers the successful individual the chance to manage a diverse portfolio of clients, provide expert trust tax advice, and work alongside industry leaders in a globally recognised network. On a day-to-day level, you will manage a portfolio of clients, ensuring trust taxpliance and accounts are handled efficiently and will provide expert advice on trust and estate tax matters for high-net-worth individuals.You'll support senior management in delivering trust services and overseeing client relationships and will play a crucial role in mentoring team members and helping them develop professionally.
What you'll need to succeed
To be considered for this role, you will be able to demonstrate proven technical experience in trust and estate taxation within a practice environment. You will ideally hold relevant accounting or tax qualifications. Ideally, ATT and/ or CTA and/or STEP qualifications (or equivalent) would be preferable. Alongside this, you will have strong people skills with a passion for building client relationships. Experience managing and developing junior team members would be highly beneficial however tax and trusts experience will be key.
What you'll get in return
This role offers an exceptional opportunity to join a Top Tier firm and specialise in trusts as a vital part of a technically strong Private Client Tax team. You will work with industry experts and will be supported to develop your career long term. Study towards further qualifications to suit the role would be supported ( STEP qualifications) where desired and career development opportunities will be numerous. You’ll also join a very supportive, collaborative environment.