Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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 culture 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
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
- 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 Specialist Recruitment Limited
Contact Detail:
Hays Specialist Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax and Trust Manager in Bury St Edmunds
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Show Off Your Skills
When you get the chance for an interview, make sure to highlight your experience with trusts and estates. Share specific examples of how you've tackled complex tax matters or improved client relationships. We want to see your expertise shine through!
✨Be Prepared for Questions
Research common interview questions for Trusts & Estates roles and practice your answers. Think about how you can demonstrate your technical knowledge and client-facing skills. We’re here to help you feel confident and ready to impress!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage with us directly.
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 skills and experience that match the Tax and Trust Manager role. Highlight your previous work in Trusts & Estates and any relevant qualifications like CTA or STEP.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role, showcasing your technical knowledge and client-facing experience. Don’t forget to mention your collaborative approach!
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to manage complex tax matters and client relationships. Numbers and examples can really make you stand out!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way to ensure your application gets the attention it deserves!
How to prepare for a job interview at Hays Specialist Recruitment Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge around trusts, estates, and private client taxation. Be ready to discuss complex tax matters and demonstrate your understanding of the latest regulations. This will show that you're not just qualified but also genuinely interested in the field.
✨Showcase Your Client Skills
Since this role involves a lot of client interaction, prepare examples of how you've successfully managed client relationships in the past. Think about times when you went above and beyond to meet a client's needs or how you handled challenging situations with professionalism.
✨Be a Team Player
This position requires collaboration with various specialists, so highlight your experience working in multidisciplinary teams. Share specific instances where your collaborative approach led to successful outcomes, and be ready to discuss how you can contribute to the team's development.
✨Prepare for Business Development Questions
As part of the role, you'll be involved in business development activities. Think about how you've contributed to marketing initiatives or client acquisition in previous roles. Be prepared to share your ideas on how to enhance the Trusts & Estates offering and attract high-net-worth clients.