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Private Client Manager

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Harvey John Accountancy Recruitment


£40000 - £55000 per annum

So another tax season has passed, how was it for you? Same again next year or perhaps a change of direction?

We are working with an established Sussex based chartered accountancy firm based in Lewes with the recruitment of a Private Client Manager. You may be an experienced Tax Senior looking to make a step up to Manager level or an established Tax Manager looking for a new challenge towards a more private client offering.

The role will be varied to include:

  • Deal with the tax affairs of estates, trusts and individuals to include the tax returns and accounts and the inheritance tax by way of forms IHT400 and IHT100
  • Provide clients with general advice regarding Inheritance Tax, undertaking basic IHT planning

About You

  • Possibly a member of the Society of Trust and Estate Practitioners (STEP), Chartered Tax Advisor (CTA) or Tax Technician (ATT)
  • Looking to develop your tax knowledge into a wider private client offering
  • Open to acquiring further qualifications such as a qualified willwriter from the Institute of Professional Willwriters
  • Be adept at business development with the energy to drive this service line forward
  • From a legal background? Our client would be open to candidates looking to make a move from the legal profession to accountancy

Admittedly, the salary advertised is a wide range with the offer dependable on what experience and qualifications you can bring to the table. The range has been set by Harvey John and should be used as a guide.

The office is a short walk from Lewes train station with on street parking available close by.

So, a new private client focus for 2019? Please contact David Waddell at Harvey John to discuss further.