At a Glance
- Tasks: Manage a diverse portfolio of trust clients and provide expert tax compliance and advisory support.
- Company: Leading accountancy and advisory firm with a collaborative culture in Manchester.
- Benefits: Flexible working arrangements, competitive salary, and opportunities for professional development.
- Other info: Join a high-performing team with clear progression paths and a focus on collaboration.
- Why this job: Gain hands-on experience with clients while developing your skills in a supportive environment.
- Qualifications: Professional qualification (CTA or STEP) and strong knowledge of UK trusts taxation.
The predicted salary is between 54000 - 66000 £ per year.
A leading accountancy and advisory firm is looking to appoint a Trusts Tax Manager to join its established Private Client and Trusts team in Manchester. The firm works with a broad range of private clients, trustees and family groups, providing both tax compliance and wider advisory support. You will join a collaborative national team with access to experienced senior leadership, wider specialist tax teams and strong opportunities for continued development. The firm offers a genuinely flexible working environment and is open to discussing reduced hours, flexible arrangements and job shares.
This is an excellent opportunity to join a large, high-performing Private Client and Trusts team where you will be trusted to manage your own portfolio and given meaningful exposure to both compliance and advisory work.
Your new role
As Trusts Tax Manager, you will take responsibility for managing a varied portfolio of trust clients, overseeing the delivery of high-quality tax compliance and supporting clients with more complex trust and private client advisory matters. You will have plenty of direct client contact and the autonomy to manage your portfolio, while still benefiting from the support of a knowledgeable and experienced team.
Your responsibilities will include:
- Managing a varied portfolio of trust clients and building strong, long-term relationships with trustees and advisers.
- Reviewing trust tax returns, trust accounts and associated compliance work.
- Providing advice on trust-related tax matters, including potential changes to trust structures, tax-efficient trust payments and Inheritance Tax planning.
- Supporting clients with Inheritance Tax reporting and wider private client matters.
- Attending client meetings and responding confidently to technical queries.
- Working closely with senior managers and directors to deliver high-quality tax compliance and advisory work.
- Managing deadlines, workflow and client expectations across your portfolio.
- Reviewing work completed by junior colleagues and providing constructive feedback.
- Supporting the development of more junior members of the team, considering their individual career goals and training needs.
- Building relationships across the wider tax practice and identifying opportunities to collaborate with other specialist teams.
- Contributing ideas around service delivery, team development and process improvements.
What you'll need to succeed
- A professional qualification such as CTA or STEP, alongside relevant post-qualification experience.
- Strong working knowledge of UK trusts taxation.
- Experience managing a varied portfolio of trust clients.
- Experience reviewing trust accounts and tax returns.
- Trust and/or Private Client advisory experience.
- Knowledge of Inheritance Tax reporting and planning.
- The confidence to lead client conversations and explain technical matters clearly.
- Experience reviewing work and supporting the development of junior colleagues.
- Strong organisational skills with the ability to manage multiple deadlines.
- Experience working with offshore trusts would be beneficial but is not essential.
Applications are also welcomed from individuals who do not meet every requirement but have strong trusts experience and are motivated to continue developing technically.
What you'll get in return
- A varied and interesting portfolio of trust clients.
- Exposure to both trusts compliance and advisory work.
- Regular client contact and responsibility from an early stage.
- Support from an experienced senior leadership team.
- Clear opportunities for progression and continued professional development.
- A collaborative and inclusive working culture.
- Hybrid and flexible working arrangements.
- A competitive salary and comprehensive benefits package.
What you need to do now
If you're interested in this Trust's Tax Manager role in Manchester, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
Locations
Trust Tax Manager in Cheshire, Warrington employer: Hays
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StudySmarter Expert Advice🤫
We think this is how you could land Trust Tax Manager in Cheshire, Warrington
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We think you need these skills to ace Trust Tax Manager in Cheshire, Warrington
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Hays.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Hays's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Hays
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Hays.
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
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✨Network with Industry Professionals
Before your interview, reach out to current or former Hays employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
