At a Glance
- Tasks: Manage a diverse portfolio of trusts and lead client relationships.
- Company: Leading private client tax accountants with a supportive culture.
- Benefits: Competitive salary up to £80,000 plus excellent benefits.
- Other info: Collaborative environment valuing expertise and long-term growth.
- Why this job: Step into a senior role with real influence and growth opportunities.
- Qualifications: 5+ years in trust and private client work; strong technical knowledge required.
The predicted salary is between 70000 - 80000 £ per year.
Our client, a highly regarded firm of chartered accountants, is seeking a Trust / Private Client Tax Manager to join their established and growing Trust Team. This is an outstanding opportunity to take ownership of a diverse portfolio, lead client relationships, and play a key role in shaping the development of the trust and private client offering within a supportive, high-quality firm.
Key Responsibilities
- Managing a portfolio of UK resident trusts, with exposure to non-UK trusts and estates
- Reviewing and overseeing the preparation of trust accounts and tax returns
- Advising on trust taxation, distributions, IHT and planning matters
- Acting as the primary point of contact for clients, trustees, beneficiaries and HMRC
- Supporting and contributing to trust planning and advisory projects
- Managing workflows, deadlines and quality of work across the portfolio
- Coaching, mentoring and reviewing the work of junior team members
- Assisting partners with business development and client relationship management
About You
- 5+ years' experience in trust and private client work within a professional services firm
- Strong technical knowledge of trust taxation and administration
- CTA, STEP and/or ACA/ACCA qualification (or equivalent experience)
- Experience managing a client portfolio and supervising junior staff
- Excellent communication skills and a confident, client-facing approach
- Strong organisational skills with the ability to manage competing priorities
- Experience with probate, estate administration, charitable trusts or complex IHT planning would be highly advantageous
Why Join Our Client?
- A senior role with autonomy and real influence
- A clear pathway toward Senior Manager or Director progression
- Ongoing technical and leadership development
- Exposure to complex, high-value trust and estate work
- A collaborative environment that values expertise, initiative and long-term growth
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/Private Client Tax Manager employer: PRO-TAX RECRUITMENT LIMITED
Join a leading firm of chartered accountants in London as a Trust/Private Client Tax Manager, where you will enjoy a supportive work culture that prioritises professional growth and development. With a clear pathway to senior management roles, you will have the opportunity to manage a diverse portfolio while benefiting from ongoing training and exposure to complex trust and estate matters. Our commitment to inclusivity ensures a welcoming environment for all, making this an excellent place to advance your career.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trust/Private Client Tax Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a Trust/Private Client Tax Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge of trust taxation and administration. Be ready to discuss your experience managing client portfolios and mentoring junior staff. Show them you’re not just a candidate, but the right fit for their team!
✨Tip Number 3
Don’t forget to showcase your communication skills! In this role, you’ll be the primary point of contact for clients and trustees, so practice articulating your thoughts clearly and confidently. It’s all about making that great first impression!
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application. Plus, it shows you’re serious about joining our client’s team. Let’s get you that Trust/Private Client Tax Manager position!
We think you need these skills to ace Trust/Private Client Tax Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Trust/Private Client Tax Manager role. Highlight your experience in managing client portfolios and your technical knowledge of trust taxation to grab our attention!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about trust and private client work, and how your background makes you the perfect fit for our team. Be genuine and let your personality come through.
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Whether it’s successfully managing a complex trust or mentoring junior staff, we want to see how you've made an impact in your previous roles.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re serious about joining our fantastic team!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your technical knowledge of trust taxation and administration. Be ready to discuss specific cases or scenarios you've handled in the past, as this will show your expertise and confidence in the field.
✨Showcase Your Leadership Skills
Since this role involves managing a portfolio and mentoring junior staff, be prepared to share examples of how you've successfully led teams or projects. Highlight your coaching style and how you’ve contributed to the development of others.
✨Client-Centric Approach
Demonstrate your excellent communication skills by discussing how you've built and maintained client relationships. Share anecdotes that illustrate your ability to act as a primary point of contact and how you’ve navigated complex client needs.
✨Organisational Wizardry
With the need to manage competing priorities, it’s crucial to convey your organisational skills. Prepare to talk about how you handle deadlines and workflows, perhaps with a specific example of a time you successfully juggled multiple tasks.
