Reference: 10563London | 65,000–78,000 | HybridWhy Apply for This Job?
Join a highly regarded Trusts & Family Office team within an established UK accountancy and advisory firm.
Work with high-net-worth individuals, family offices, trustees and executors on complex tax and wealth planning matters.
Gain exposure to UK and international trusts, estate planning, Inheritance Tax and Capital Gains Tax advisory.
Take ownership of client relationships and deliver a varied mix of compliance and advisory work.
Work closely with experienced Senior Managers, Directors and Partners on complex client engagements.
Benefit from flexible hybrid working, excellent professional development and clear career progression opportunities.
Our client is a leading UK tax, accountancy and business advisory firm with a well-established Private Client practice. The specialist Trusts & Family Office team provides tailored tax compliance, estate planning and wealth structuring advice to high-net-worth individuals, families, trustees and executors.
The RoleManage a portfolio of high-net-worth individuals, trusts, estates and family office clients.
Act as the primary point of contact for trustees, executors and other private clients.
Oversee the preparation and review of trust and estate accounts and tax returns.
Provide specialist advice on Capital Gains Tax, Inheritance Tax and residence and domicile matters.
Advise on trust and company structures, succession planning and wealth preservation.
Prepare complex tax advisory reports for Directors and Partners.
Identify tax planning opportunities and contribute to business development initiatives.
Work closely with senior colleagues and support the development of junior team members.
Your ExperienceStrong experience in UK Private Client Tax, Trust Tax or Trusts & Estates.
Good technical knowledge of Inheritance Tax, Capital Gains Tax and trust taxation.
Experience managing trust and estate compliance engagements.
Understanding of residence, domicile and family wealth planning matters.
CTA, STEP, ACA or equivalent qualification desirable.
Experience managing client relationships and delivering high-quality advisory work.
Strong communication skills, commercial awareness and attention to detail.
The RewardsSalary of 65,000–78,000.
Flexible hybrid working arrangements and working hours.
25 days annual leave plus bank holidays.
Private medical insurance and permanent health insurance.
Life assurance worth four times annual salary.
Competitive pension scheme.
Study support, technical training and extensive professional development opportunities.
Structured career progression and access to career coaching.
Employee discounts, referral bonuses and regular social events.
Private Client Tax Manager - Trusts & Family Office in London employer: HireIQ
Join one of the UK's most progressive accountancy and business advisory firms, where you will thrive in a dynamic and collaborative environment that prioritises employee wellbeing and career development. As an Employment Tax Senior Manager, you'll enjoy a clear pathway to leadership roles while working on complex advisory projects for a diverse client portfolio, all within a flexible hybrid working model that promotes a healthy work-life balance. With generous benefits including enhanced parental leave and a strong focus on technical development, this firm is committed to nurturing your professional growth and success.
