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Private Client Manager

Location :

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Contract :

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Lewes

Harvey John Accountancy Recruitment

Permanent

£40000 - £55000 per annum

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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.

This ad has expired but these jobs from Harvey John Accountancy Recruitment are still open for applications

Jobs in these similar sectors might interest you..


You can start a new job search here