Your new company
We are partnering with a reputable and successful firm of accountants, business services, and tax experts to recruit within their busy Private Client team for a Senior Manager. This firm prides itself on the exceptional work they provide for their loyal client base and, as such, given the large referral network of IFAs and Solicitors they have developed, is expanding the Trusts and Estates team.
Your new role
The Trusts and Estates team has been gradually expanding and, due to recent promotions and succession planning, they are now looking for an experienced Senior Manager to join the team.
There is a great deal of expertise already in the team, including three STEP-qualified advisors. We're now looking for someone confident in IHT planning, estate planning, and tax planning advisory, who can review trust accounts and tax returns.
Under the guidance of a very experienced and well-known Director of Trusts and Estates, the team has developed an excellent referral network of IFAs and Solicitors. They are renowned for handling complex work that other firms can't deliver on. This means there is no need for this person to lead business development, though opportunities may arise.
What you'll need to succeed
Ideally, you will be an experienced Private Client Manager/Senior Manager, or have experience in Personal Tax with good knowledge of IHT planning and reviewing Trust accounts. The firm values honest and trustworthy advice delivered simply with a human touch.
CTA qualification would be an advantage.
What you'll get in return
This is an excellent opportunity for someone looking to develop their career within a technically strong and experienced team. The firm supports rapid progression and offers succession opportunities within the senior leadership team.
What you need to do now
If you're interested, click 'apply now' to send an up-to-date CV or call us on 0161 237 6688.
If this role isn't quite right but you're seeking a new position, please contact us for a confidential career discussion.
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