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- Tasks: Manage a diverse portfolio of trust and estate clients, providing expert tax advice.
- Company: Respected professional services firm in Bury St Edmunds with a collaborative culture.
- Benefits: Competitive salary, 27 days holiday, flexible working, and generous pension scheme.
- Other info: Supportive environment with clear progression opportunities and ongoing professional development.
- Why this job: Join a forward-thinking firm and make a real impact in the Trusts & Estates sector.
- Qualifications: Experience in Trusts & Estates, CTA/STEP qualification preferred, strong communication skills.
The predicted salary is between 50000 - 60000 £ per year.
Hays are recruiting for a well established and highly respected professional services firm in Bury St Edmunds who are recruiting an experienced Trusts & Estates Tax Manager to join their growing Private Client Tax team. This opportunity sits within a collaborative, multidisciplinary environment, working closely with tax, legal, accounts and financial planning specialists to deliver a complete advisory service to high-net-worth individuals, families and trustees.
The role involves taking ownership of your own varied portfolio of trust and estate clients, acting as a trusted adviser and delivering high quality compliance and advisory services. The role offers a strong balance of technical work, client interaction and opportunities to contribute more broadly to the development of the Trusts & Estates offering.
Key responsibilities include:
- Providing advisory support on trusts, estates and private client tax matters, identifying planning opportunities aligned to clients' wider personal and family objectives
- Preparing and reviewing complex trust and estate tax returns, accounts and Inheritance Tax returns
- Managing client relationships, ensuring deadlines are met and a consistently high standard of service is maintained
- Supporting the wider tax team with trust related technical input
- Contributing to business development activity, including marketing initiatives, publications and events
- Mentoring and supporting junior members of the Trusts & Estates team
About you:
You will be an experienced Trusts & Estates professional, confident working with complex technical matters and managing your own workload in a deadline driven environment. You will ideally have:
- Previous experience in a Trusts & Estates / Private Client Tax role
- CTA and/or STEP qualification
- Strong technical knowledge across trusts, estates and private client taxation
- A commercial mindset with an understanding of recoverability and WIP
- Excellent communication skills and a confident, professional client facing manner
- A collaborative approach and the ability to work effectively within a multidisciplinary team
What's on offer:
- Competitive salary
- 27 days' holiday (plus bank holidays) and birthday leave
- Flexible and hybrid working arrangements
- Generous pension scheme with employer contributions
- Private medical insurance and income protection
- Full study support, paid professional subscriptions and ongoing CPD
- A supportive, inclusive culture with clear opportunities for progression
This is an excellent opportunity for a Trusts & Estates specialist seeking a long term role within a stable, forward thinking firm offering both technical depth and a strong quality of life proposition.
Interested in finding out more? Apply now or contact Cara Whyte at Hays for a confidential discussion.
Tax and Trust Manager in Bury St Edmunds employer: Hays Senior Finance
Contact Detail:
Hays Senior Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax and Trust Manager in Bury St Edmunds
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the Trusts & Estates field. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss complex tax matters and how they relate to trusts and estates. Practise common interview questions and think about how your experience aligns with the role at Hays.
✨Tip Number 3
Showcase your client management skills! Be ready to share examples of how you've built and maintained strong relationships with clients. Highlight your ability to deliver high-quality service and meet deadlines, as this is crucial for the Trusts & Estates Manager role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining a forward-thinking firm like Hays. Let’s get you that dream job!
We think you need these skills to ace Tax and Trust Manager in Bury St Edmunds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Tax and Trust Manager role. Highlight your previous experience in Trusts & Estates and any relevant qualifications like CTA or STEP.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for our team. Share your passion for working with high-net-worth clients and how you can contribute to our collaborative environment.
Showcase Your Technical Skills: Since this role involves complex tax matters, be sure to demonstrate your strong technical knowledge in trusts, estates, and private client taxation. Use examples from your past work to illustrate your expertise.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at Hays Senior Finance
✨Know Your Stuff
Make sure you brush up on your knowledge of trusts, estates, and private client taxation. Familiarise yourself with the latest regulations and common challenges in the field. This will not only help you answer technical questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your previous roles where you've successfully managed complex tax matters or client relationships. Highlight how you've contributed to business development or mentored junior team members. This will demonstrate your capability and fit for the collaborative environment they’re looking for.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to trust and estate management, their client base, and how they support professional development. This shows that you’re engaged and serious about the opportunity, plus it gives you a better understanding of whether the firm aligns with your career goals.
✨Be Professional Yet Approachable
Since this role involves client interaction, it's important to strike the right balance between professionalism and approachability during the interview. Practice your communication skills to ensure you come across as confident and friendly, making it easier for the interviewers to envision you in a client-facing role.