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Tax Client Manager

Hays Specialist Recruitment Limited·Shrewsbury (West Midlands (Region))HybridMid
£48 000 – £52 000 / year
Vox Summary
  • Role Responsibilities: Manage a diverse portfolio of trusts, estates, and private clients, providing specialist advice on inheritance tax, capital gains tax, and estate administration.
  • Key Requirements: Professional qualification (ATT, CTA, ACA, ACCA or equivalent), strong private client tax experience, excellent UK trust taxation knowledge, and client-facing skills.
  • Conditions & Benefits: Competitive salary, flexible working, generous holidays, professional development, support for qualifications, and exposure to complex advisory work.
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Job description

Your new company I'm excited to be working with an accountancy practice in Shropshire who are seeking an experienced and client-focused Tax Client Manager - Trusts & Estates to join their growing private client tax team. This is an excellent opportunity for a tax professional with strong technical expertise in trusts, estates, inheritance tax, and personal taxation to manage a diverse portfolio of high-net-worth individuals and trusts. You will act as a trusted adviser to clients, delivering high-quality compliance services while identifying planning opportunities and supporting the development of long-term client relationships. Your new role This role offers the opportunity to manage a varied portfolio of trusts, estates and private clients, providing specialist advice on inheritance tax, capital gains tax, succession planning and estate administration. You will build strong relationships with clients and professional advisers, oversee tax compliance matters, identify planning opportunities, support complex advisory projects, and mentor junior team members, making it an excellent opportunity for an experienced private client tax professional looking to develop their career within a collaborative and client-focused environment. What you'll need to succeed • Professional qualification (ATT, CTA, ACA, ACCA or equivalent) • Strong private client tax experience, particularly within trusts and estates • Excellent knowledge of UK trust taxation, IHT, CGT and estate administration • Strong client-facing, analytical and problem-solving skills • Ability to manage multiple priorities and deadlines effectively Desirable Experience: • CTA qualified or studying towards CTA • Previous mentoring or supervisory experience • Knowledge of landed estates, Agricultural Property Relief (APR), Business Property Relief (BPR) and family wealth planning What you'll get in return • Competitive salary and benefits package. • Flexible working arrangements. • Generous holiday entitlement. • Wide range of employee benefits • Professional development and career progression opportunities. • Support for continued professional qualifications and technical training. • A collaborative and supportive working environment. • Exposure to a high-quality portfolio of private clients and complex advisory work. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

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Original source
reed.co.uk
Posted
Jul 17, 2026 · true date
Last verified
3 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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