Tax & Wills Senior Advisor

Sue Ross Recruitment are delighted to be working with a leading regional firm of chartered accountants who are looking to expand their highly successful department with the appointment of a Manager/ Senior Manager to help with the growth of their Private Client advisory team.

This is a fabulous opportunity to join a leading firm with the ambition and enthusiasm for providing excellent client service. You will be involved in bespoke tax planning for a wide range of clients, including owner-managed businesses, farmers, trusts, estates and private clients. You will also be responsible for providing bespoke private client advice including estate planning, property structuring and high net worth advisory work.

This role is a key part of a busy and successful team and will play a vital role within the team, developing more junior members of the team where appropriate.  

Key Responsibilities may include (depending on experience):  

• Provide good quality, commercial and value added tax advice to Private Clients of the firm
• Field opportunities that come in through Partners, Directors, the website and others
• Ultimately lead meetings, scope projects and deliver work to budget and on time 
• Undertake client work for your allocated portfolio of clients.  Portfolios will be reviewed from time to time to take account of incoming/exiting clients
• Manage projects from start to finish 
• Support the Partners and Directors with the management of the department, the processes and delivery of work
• Support the Private Client team (and other members of the firm, as appropriate) with technical skills, management skills, marketing, networking, etc. 
• Reviewing ‘complex’ tax returns as prepared by the tax compliance team 
• Resolving ad hoc queries from the tax compliance and financial services teams 
• Review work of others, as required
• Develop relationships with potential referrers in the professional community, including banks, lawyers, local authorities, property professionals and others
• Lead with Will instructions (if possible, depending on experience)
• Ensure technical knowledge is kept up-to-date 
• Encourage ‘one tax team’ and ‘one firm’ approach to client work 
• Take a lead in the development of junior members of the tax planning team and help them to gain technical and practical experience of relevant tax issues

Skills and Experience / Ideal Candidate:

• Demonstrable technical ability in a similar role within a Private Client department
• CTA, STEP or other relevant qualification preferred 
• Ability to deal with private clients, identify opportunities, agree fees and deliver work
• Ideally someone who has experience of working with Wills and Trusts (although training can be provided) 
• Ability to influence others and work well under pressure
• Ability to prioritise and manage own work and that of others
• Excellent attention to detail and the ability to maintain accuracy
• Excellent interpersonal skills and the ability to communicate effectively at all levels 

The role would suit someone that wants to take the next step in their career, who is looking for a more manageable work life balance, interesting work for HNW individuals, including Trusts and possibly Estates work, and who wants to have an opportunity to help shape the future of a department.   

Unfortunately due to the number of applications we receive, we are unable to provide individual feedback to all applicants. Please assume that if you do not hear from us within 72 hours that your application has been unsuccessful on this occasion.

May we take this opportunity to thank you for expressing an interest in one of our roles and wish you the very best in your search for employment.