Manager or Senior Manager, Landed Estates

Manager or Senior Manager
- Landed Estates
- Private Tax Client Advisory

We are recruiting for an experienced Private Client Tax Advisory Manager or Senior Manager to join our specialist Landed Estates team. This role could be based in either our Taunton or Bristol office.

This is an exciting opportunity to work with a diverse portfolio of landed estates, rural businesses and highnetworth individuals, providing expert tax and succession planning advice tailored to the unique needs of complex family wealth structures.

As a trusted adviser, you will play a key role in helping clients navigate an increasingly complex tax and regulatory environment, deliveringadvice across inheritance tax, capital gains tax, trusts, estate planning, property ownership structures, and wider wealth preservation matters.

Working closely with colleagues across tax, trusts, accounting and financial planning disciplines, you will build longterm client relationships, lead advisory projects, and contribute to the continued growth and reputation of our Landed Estates offering.

Depending on experience, the successful candidate will join at either Manager or Senior Manager level, with opportunities to influence strategy, support business development initiatives, and help shape the future direction of the service line.

• Manage and develop a portfolio of landed estates, rural businesses and high-net-worth individuals, acting as a trusted adviser across a range of personal and family wealth matters
• Demonstrate pro-activity and leadership of technically complex tax planning with focus on holistic view across personal tax, partnership tax, trusts and estate planning and close company planning with consideration and awareness of where to seek specialist assistance in relation to indirect taxes (VAT and Stamp Duty Land Tax principally)
• Provide bespoke tax advisory services covering inheritance tax, capital gains tax, income tax, awareness of indirect taxes and wealth structuring, with a theme of working with a varied portfolio of clients and their property-related tax matters
• Lead advisory assignments, ensuring practical and commercially focused solutions
• Build and maintain strong relationships with clients, professional advisers, solicitors, land agents and other key stakeholders
• Identify planning opportunities while ensuring clients remain compliant with evolving tax legislation and regulatory requirements
• Review and oversee tax compliance matters where required, ensuring high standards of technical accuracy, risk management and client service
• Support business development activities, including networking, thought leadership, and identifying opportunities to expand existing client relationships

You will ideally hold:

• CTA and/or TEP qualifications
• ACA or ACCA qualifications are desirable but not essential
• A strong background in private client tax advisory services
• Experience advising high-net-worth individuals, landed estates, trusts, family investment structures or rural property clients
• A good technical grounding in inheritance tax, capital gains tax, succession planning and trust taxation
• Excellent interpersonal and communication skills, with the ability to build trusted adviser relationships

If your experience isn’t a complete match but you feel you could bring a lot to AG, we’d still encourage you to apply so that we can learn more about you!

We offer a fantastic place to work with a competitive and flexible benefits package. This includes:

• A minimum of 25 days holiday which increases with length of service. Plus, the option to buy and sell holiday
• An annual salary review
• A Level 1 Medicash Plan provided to all employees
• Life…