At a Glance
- Tasks: Manage complex trust structures and provide expert tax guidance to high-net-worth clients.
- Company: Respected regional law firm known for its collaborative culture and commitment to development.
- Benefits: Competitive salary, hybrid working, professional growth, and a supportive team environment.
- Other info: Opportunities for career progression and mentorship within a dynamic legal environment.
- Why this job: Join a leading Private Wealth team and make a real impact on clients' financial futures.
- Qualifications: Significant experience in trusts, tax, and private wealth; STEP qualification preferred.
The predicted salary is between 60000 - 80000 £ per year.
Your new firm is a highly respected regional law firm with a strong reputation for advising high-net-worth individuals, families, trustees and business owners on complex private wealth matters. Recognised in leading legal directories, the firm is known for its collaborative culture, high-quality work and commitment to developing its people. The Private Wealth team advises on a broad range of trusts, tax and estate planning matters and acts for clients with substantial and often multi-generational wealth.
Your new role is an exciting opportunity for an experienced Trusts & Tax professional to join a well-established Private Wealth team in a senior capacity. Working closely with partners, solicitors, trustees, financial advisers and other professional contacts, you will play a key role in the management and administration of complex trust structures while providing specialist tax support and guidance across a varied client base. Your responsibilities will include:
- Overseeing the administration of discretionary, interest in possession, lifetime and will trusts.
- Preparing and reviewing trust accounts.
- Managing TRS registrations and compliance requirements.
- Handling income tax, capital gains tax and inheritance tax reporting obligations.
- Advising on trust structuring, wealth preservation and succession planning matters.
- Supporting annual trust reviews and assisting trustees in fulfilling their legal and fiduciary duties.
- Mentoring junior members of the team.
- Contributing to business development initiatives.
- Supporting the continued growth of the Private Wealth practice through the delivery of a high-quality and client-focused service.
What you'll need to succeed: You will have significant experience in trusts, tax and private wealth work, gained within a legal, accountancy, trust corporation or professional services environment. Applications are welcomed from Trust Managers, Trust Administrators, Tax Managers, Private Client Lawyers, Chartered Tax Advisers and STEP-qualified professionals seeking a senior, technically focused position. You should possess strong technical knowledge across trust administration, trust accounting, inheritance tax, capital gains tax and income tax compliance, together with experience managing trust structures throughout their lifecycle. Experience advising trustees, preparing trust accounts, handling TRS requirements and supporting estate planning matters will be essential. STEP qualification would be highly advantageous, although candidates with ATT, CTA, solicitor qualifications or equivalent experience are also encouraged to apply.
Tax & Trust Technical Requirements:
- Trust Administration: Managing discretionary, interest in possession, lifetime and will trusts, including trust creation, ongoing administration, reviews and terminations.
- Trust Accounting: Preparing and reviewing trust accounts, monitoring distributions, income and capital movements, and supporting annual compliance obligations.
- Income Tax: Preparation and review of trust and estate tax returns, trust income calculations and ongoing HMRC compliance.
- Capital Gains Tax: Advising on disposals, reliefs, hold-over claims, reporting obligations and tax-efficient planning opportunities.
- Inheritance Tax: Experience dealing with relevant property trusts, periodic and exit charges, succession planning and wealth preservation strategies.
- TRS Compliance: Managing Trust Registration Service requirements and maintaining ongoing compliance with regulatory obligations.
- Advisory Work: Supporting trustees, families and other stakeholders on trust, tax, estate planning and wealth protection matters.
- Leadership: Supervising junior team members, reviewing work and contributing to the technical development of the wider team.
What you'll get in return: In return, you will join a highly regarded Private Wealth team with a strong reputation in the market and an impressive client base. The role offers exposure to complex and rewarding trusts and tax work, genuine long-term career progression opportunities and the chance to work alongside recognised specialists in the field. The firm offers a competitive salary and benefits package, hybrid working arrangements, structured professional development and a supportive culture that places real value on technical excellence, collaboration and career progression.
What you need to do now: If you are interested in this opportunity or would like to discuss it in more detail, please get in touch for a confidential conversation. If this role is not quite right for you but you are considering a move within Private Client, Trusts, Tax, Estate Planning or Private Wealth, I would be delighted to discuss other opportunities currently available. Candidates with more or less experience than outlined are equally encouraged to apply.
Tax, Trusts & Estates Manager employer: Hays Technology
Join a dynamic technology team as an Application Engineer/Web Developer, where innovation meets collaboration in a fast-paced environment. Enjoy flexible working arrangements and an industry-leading benefits package, including a generous bonus and pension scheme, while contributing to the development of high-quality digital platforms. With ample opportunities for professional growth and a culture that promotes knowledge sharing and best practices, this role is perfect for those looking to make a meaningful impact in the tech industry.
StudySmarter Expert Advice🤫
We think this is how you could land Tax, Trusts & Estates Manager
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Hays Technology, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Tax, Trusts & Estates Manager
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Hays Technology's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Hays Technology. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Hays Technology!
How to prepare for a job interview at Hays Technology
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Hays Technology.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Hays Technology. It helps to show our commitment!
