At a Glance
- Tasks: Manage a diverse portfolio of trust and estate clients, delivering top-notch advisory services.
- Company: Join a leading firm with a strong focus on people and career growth.
- Benefits: Up to £90,000 salary, hybrid working, 25 days holiday, and excellent health benefits.
- Other info: Inclusive culture with clear progression routes and continuous professional development.
- Why this job: Step into a senior role with real impact and visibility in the Trust & Estate sector.
- Qualifications: Strong background in Trusts & Estates; STEP qualified or keen to study.
The predicted salary is between 90000 - 90000 £ per year.
Location: London (Hybrid – 3 days office). Salary: Up to £90,000 + excellent benefits. Job Type: Full‑time, Permanent.
Are you an experienced Trust & Estate specialist ready to step into a senior, influential role? We are working with a highly regarded firm with one of the largest Trusts & Estates teams in the South East, now looking to appoint either a Manager or Senior Manager to support further growth. This is an outstanding opportunity to join a reputable, people‑focused practice offering genuine career progression, a varied client base, and strong technical exposure.
Role
You will manage a portfolio of trust and estate clients and deliver high‑quality advisory and compliance services. The work is diverse and includes:
- Trust formation, restructuring and reorganisations
- Inheritance Tax planning, including APR & BPR
- Annual trust accounts and tax returns
- IHT, CGT and wider estate planning advice
- Supporting solicitors and external professional partners
- Managing, developing and mentoring junior staff
- Billing, workflow and financial management
- Identifying new advisory opportunities
This role works collaboratively with in‑house tax, legal, and advisory specialists, providing a broad platform to develop your technical and leadership skills.
About You
- Strong background in Trusts & Estates (accounting, tax or legal routes welcome)
- Excellent technical knowledge across IHT, CGT, APR, BPR and trust legislation
- Experience managing or mentoring staff
- STEP qualified or keen to study
- ATT/CTA beneficial but not essential
- Able to manage complex workloads and maintain high‑quality output
Candidates at both Manager and Senior Manager levels will be considered.
What’s on Offer
- Salary up to £90,000
- Hybrid working (3 days office / 2 days home)
- 25 days holiday + bank holidays + holiday buying
- Pension, life assurance, income protection
- Private Medical Insurance & Critical Illness Cover
- Health Cash Plan & wellbeing support
- Clear, structured progression routes
- Continuous professional development & external training
- Inclusive culture with flexible working support
- ESG commitments, charity involvement & volunteer days
- Cycle to work scheme, season ticket loan, and additional travel benefits
Interview Process
Two‑stage interview. Optional informal conversation available.
If you’re an ambitious Trust & Estate professional seeking a step up in responsibility, visibility, and technical breadth – this is a role not to miss.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Trust and Estate Tax Manager or Senior Manager employer: PRO-TAX RECRUITMENT LIMITED
Join a highly regarded firm in London, known for its people-focused culture and commitment to employee development. With a strong emphasis on career progression, diverse client exposure, and a collaborative work environment, this role offers the chance to enhance your technical skills while enjoying excellent benefits such as hybrid working, generous holiday allowance, and a supportive atmosphere that values inclusivity and well-being.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trust and Estate Tax Manager or Senior 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 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 and Estate Tax Manager or Senior 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 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!
