At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while providing expert tax advice.
- Company: Join a highly regarded Private Client Tax team with a focus on growth.
- Benefits: Enjoy career progression, client-facing responsibilities, and the chance to make a real impact.
- Other info: We value diversity and welcome applicants from all backgrounds.
- Why this job: Be a trusted adviser and lead complex tax projects in a dynamic environment.
- Qualifications: CTA and/or STEP qualified with strong experience in private client taxation.
The predicted salary is between 60000 - 75000 £ per year.
An exciting opportunity has arisen for an experienced Trust Manager to join a growing and highly regarded Private Client Tax team. This role offers the chance to work with a diverse portfolio of trusts, estates, high‑net‑worth individuals, and their advisers, while playing a key role in the continued development of the department.
Key Responsibilities
- Manage a portfolio of private clients, with a significant focus on trusts and estates.
- Provide expert advice on a broad range of trust, estate, capital gains tax, and inheritance tax matters.
- Lead the delivery of complex tax advisory projects and prepare high‑quality technical reports.
- Act as a trusted adviser and primary point of contact for clients, trustees, executors and professional advisers.
- Oversee UK tax compliance processes, including the preparation and review of trust, estate, and personal tax returns.
- Support Partners and Directors in managing client relationships and identifying new business opportunities.
- Handle ad hoc advisory and compliance assignments across the private client tax spectrum.
- Monitor workflow, manage deadlines, and ensure high standards of client service.
- Mentor and develop junior team members through coaching, performance feedback, and technical training.
- Identify and implement improvements to internal processes and team efficiencies.
About You
You will be an experienced private client tax professional with strong technical expertise in trusts and estates, coupled with the ability to communicate complex tax matters clearly and confidently to non‑specialists.
Skills & Experience
- CTA and/or STEP qualified (or equivalent professional qualification with relevant experience).
- Strong experience in UK trust accounting and inheritance tax account preparation.
- In‑depth knowledge of private client taxation, including anti‑avoidance legislation.
- Proven experience advising on trusts, estates, inheritance tax, capital gains tax and personal tax matters.
- Experience preparing and reviewing self‑assessment tax returns and tax computations.
- Confident dealing directly with HMRC on complex technical matters.
- Strong report‑writing and technical advisory skills.
- Ability to deliver practical, commercial advice in challenging or sensitive situations.
- Excellent client relationship and stakeholder management skills.
This is an excellent opportunity for an ambitious tax professional seeking a client‑facing role with significant responsibility, career progression, and the chance to make a real impact within a growing team.
Trust Manager - Private Client Tax (Trusts & Estates) in London employer: PRO-TAX RECRUITMENT LIMITED
Join a dynamic and inclusive team as a Trust Manager in our esteemed Private Client Tax department, where you will have the opportunity to work with a diverse range of high-net-worth clients and make a significant impact on their financial well-being. Our supportive work culture fosters professional growth through mentorship and continuous learning, while our commitment to diversity ensures that every voice is valued. Located in a vibrant area, we offer a stimulating environment that encourages collaboration and innovation, making us an excellent employer for those seeking meaningful and rewarding careers.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trust Manager - Private Client Tax (Trusts & Estates) in London
✨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 PRO-TAX RECRUITMENT LIMITED, 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 Trust Manager - Private Client Tax (Trusts & Estates) in London
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 PRO-TAX RECRUITMENT LIMITED'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 PRO-TAX RECRUITMENT LIMITED. 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 PRO-TAX RECRUITMENT LIMITED!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨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 PRO-TAX RECRUITMENT LIMITED.
✨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 PRO-TAX RECRUITMENT LIMITED. It helps to show our commitment!
