At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while advising high-net-worth clients.
- Company: A respected accountancy firm in Manchester with a strong private client focus.
- Benefits: Competitive salary, flexible working, and clear career progression.
- Other info: Supportive environment with opportunities to mentor junior staff.
- Why this job: Join a collaborative team and make a real impact on clients' financial futures.
- Qualifications: CTA/ACA/ACCA qualified with experience in trusts and estates tax.
A highly regarded independent accountancy firm based in Manchester, known for its strong private client offering and long-standing relationships with high-net-worth individuals, families, and trustees. The firm continues to grow its specialist tax team and is recognised for its collaborative culture and technical excellence.
As a Trusts & Estates Tax Manager, you will play a key role in managing a varied portfolio of UK trusts and estates, acting as a trusted adviser to clients while supporting the development of junior staff. You will be responsible for managing a diverse portfolio of trusts, estates, and high-net-worth individuals, ensuring the delivery of both compliance and advisory work. This will include overseeing the preparation and review of trust and estate tax returns, while providing technical advice across inheritance tax (IHT), capital gains tax (CGT), and income tax matters. You will support clients with trust structuring, succession planning, and estate administration, acting as a key point of contact to build and maintain strong relationships. In addition, you will contribute to business development initiatives, identify opportunities to grow the private client offering, and coach and mentor junior members of the team.
What you'll need to succeed:
- CTA/ACA/ACCA qualified (or equivalent)
- Proven experience in trusts and estates tax within practice
- Strong technical knowledge of UK trust and personal taxation
- Experience managing client relationships and delivering advisory projects
- Excellent communication and organisational skills
What you'll get in return:
- Competitive salary
- Flexible and hybrid working arrangements
- 35 hour week contract
- Clear progression pathway
- A supportive and collaborative working environment
- Exposure to a high-quality private client portfolio
Contact Details:
Hays Accountancy and Finance Recruitment Team
