Title:
Private Client Tax Senior Manager Location:
Lichfield (with flexibility to work from Birmingham and travel to Lichfield once a week) Salary:
Up to £60,000, depending on experience. Gleeson Recruitment Group is delighted to be working with a reputable accountancy and business advisory firm, offering an exciting opportunity for a
Private Client Tax Senior Manager
to join their growing team. This role involves working on a
variety of private client tax matters , with a particular focus on
Trusts, Inheritance Tax, and advisory services , while also supporting compliance work. Key Responsibilities: Provide tax planning and compliance services for trusts, estates, and beneficiaries. Deliver high-quality advisory work, focusing on reducing tax liabilities for estate planning and trust administration. Manage a portfolio of private clients and act as the main point of contact for Trust and Estates matters. Support the growth of the Private Client department, including mentoring team members and assisting with recruitment. Assist with marketing and business development efforts to expand the firm's reach. About You: Significant experience in
Trusts and Inheritance Tax
with a strong interest in advisory work. Broader private client tax experience is highly desirable. Skilled in managing client relationships and mentoring teams. Comfortable working with both compliance and advisory matters, with a preference for advisory. Experience in business development is a plus. This role is
ideally based in Lichfield , but candidates preferring the Birmingham office are welcome to apply, provided they can travel to Lichfield once a week. At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.
#J-18808-Ljbffr
Private Client Tax Senior Manager Location:
Lichfield (with flexibility to work from Birmingham and travel to Lichfield once a week) Salary:
Up to £60,000, depending on experience. Gleeson Recruitment Group is delighted to be working with a reputable accountancy and business advisory firm, offering an exciting opportunity for a
Private Client Tax Senior Manager
to join their growing team. This role involves working on a
variety of private client tax matters , with a particular focus on
Trusts, Inheritance Tax, and advisory services , while also supporting compliance work. Key Responsibilities: Provide tax planning and compliance services for trusts, estates, and beneficiaries. Deliver high-quality advisory work, focusing on reducing tax liabilities for estate planning and trust administration. Manage a portfolio of private clients and act as the main point of contact for Trust and Estates matters. Support the growth of the Private Client department, including mentoring team members and assisting with recruitment. Assist with marketing and business development efforts to expand the firm's reach. About You: Significant experience in
Trusts and Inheritance Tax
with a strong interest in advisory work. Broader private client tax experience is highly desirable. Skilled in managing client relationships and mentoring teams. Comfortable working with both compliance and advisory matters, with a preference for advisory. Experience in business development is a plus. This role is
ideally based in Lichfield , but candidates preferring the Birmingham office are welcome to apply, provided they can travel to Lichfield once a week. At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.
#J-18808-Ljbffr
