Tax- Trust & Estates - Senior Manager

  • Location

    City of London, London

  • Sector:

    Tax in Professional Services

  • Job type:


  • Salary:

    £65000 - £72000 per annum + Benefits/Bonus

  • Contact:

    Sarah Reid

  • Contact email:

  • Job ref:


  • Published:

    11 months ago

  • Expiry date:


  • Consultant:


  • Advise on Inheritance tax, trusts and estate planning for domestic and international clients
  • Have primary responsibility for the day to day management of a varied caseload and resolving private client queries without direct supervision from the director
  • Assist other client engagement partners in providing a pro-active tax advice service to existing clients, and generally support cross-discipline advice by working with other teams
  • Assist the directors' and partners' business development to maximise fee income and develop the portfolio of clients
  • Respond to queries from other offices and ensure timely completion of any work being undertaken
  • Build good working relationships with clients, understand client needs and communicate with them in layman's terms
  • Lead meetings with internal and external clients and be responsible for all correspondence
  • Agree and negotiate with clients regarding the fees per engagement
  • Control WIP and oversee billing arrangements for a portfolio of clients including reviewing fee proposals, agreeing on fees with partners/clients, issuing fees and debt collection
  • Work as part of a team and delegate effectively to the staff of a suitable level and provide technical support
  • Have an awareness of compliance issues
  • Mentor and develop junior members of the team within the department, including reviewing as appropriate
  • Be aware of probate and administration work in respect of UK and non-UK domiciled estates
  • Seek opportunities to develop own technical skills by attending internal and external training courses, seminars and conferences

Please note our advertisements use PQE/salary levels purely as a guide. However we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.