You will play a key role in mentoring junior team members while contributing to the ongoing development of the firm’s private client offering. The firm prides itself on its strong client relationships, collaborative culture, and commitment to professional development. Crowe Watson Recruitment is proud to be working in partnership with this firm on an exclusive basis.
You will report directly to the directors who will support and mentor you. Key Responsibilities: - Managing and servicing a portfolio of clients to an excellent standard - Handling inbound queries from clients, and delivering great client service - Develop and maintain strong relationships with clients, understanding their business needs and providing tailored solutions.
You will be working within a dynamic environment that has a fun and supportive culture. The Wills, Trusts & Probate Team in particular are ranked in Band 1 in the Chambers & Partners High Net Worth Guide (Southampton and Surrounds 2025). Please see details below below Wills & Trust Probate Tax Manager
You will ideally have: - A professional accounting qualification (ACCA / CIMA / ACA) or be qualified by experience - Proven experience in a management accounting role - Experience within a multi-entity, services or growing business environment (desirable) - Strong Excel and financial systems skills
You must be ACA/ACCA Qualified with post qualification experience. - Statutory audit experience gained in a professional practice environment. - Experience of group audits and consolidated financial statements (desirable but not essential). - Full clean driving licence with access to a car (desirable but not essential).
You will be trusted to help shape the sales approach, not just deliver against it. This role offers genuine career development, exposure to senior decision-makers, and the chance to make a visible impact within a supportive, collaborative team. Initially office-based, with hybrid working available over time once you’re established in the role.
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In a nutshell Are you an experienced Senior Manager or Director with expertise in trust taxation, ready to take on a fresh and rewarding challenge in a firm dedicated to supporting your professional growth? As a leader in our Trust Tax team, you will play a pivotal role in delivering an outstanding tax compliance and advisory service to our diverse portfolio of private client tax clients. This...
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You will be trusted to help shape the sales approach, not just deliver against it. This role offers genuine career development, exposure to senior decision-makers, and the chance to make a visible impact within a supportive, collaborative team. Initially office-based, with hybrid working available over time once you’re established in the role.