At a Glance
- Tasks: Manage US-connected trusts and estates, balancing compliance and advisory work.
- Company: Join a Top 10 firm with a collaborative and entrepreneurial culture.
- Benefits: Competitive salary, flexible working options, and professional development opportunities.
- Other info: Dynamic team with clear progression pathways and a focus on knowledge sharing.
- Why this job: Make a real impact on high-value estates while developing your expertise.
- Qualifications: Experience in US/UK trust taxation and strong client management skills required.
The predicted salary is between 65000 - 82000 £ per year.
You'll be joining a specialist team of 20, focused on US-connected trusts and estates, working with internationally mobile high-net-worth individuals, entrepreneurs and family wealth structures. The role offers a genuine balance of compliance and highly technical advisory work, with exposure to large, complex estates and significant Partner interaction.
Typical responsibilities include:
- Managing a portfolio of US-connected trusts and estate clients
- Delivering a mix of compliance and complex advisory work across US/UK tax regimes
- Advising on cross-border trust structures, treaty interaction and inheritance tax considerations
- Working closely with senior leadership on large, high-value estates (often £200m+)
- Supporting and developing junior team members
- Building strong client relationships within a referral-led environment
- Contributing to the ongoing growth of a high-performing specialist team
- Maintaining an even split between advisory and compliance work
Open to strong Assistant Managers ready to step up, Managers or experienced hires operating at Senior Manager level (additional stage required). Clear progression pathways within a growing team with strong 2-3 year expansion plans.
UK wide hiring – candidates can be based anywhere in the UK. Flexible and hybrid working supported, with openness to fully remote arrangements. Highly adaptable working model focused on output rather than presence.
A highly technical, specialist environment with a strong emphasis on collaboration, knowledge sharing and development. The team is entrepreneurial, partner-led and benefits from high-quality client relationships driven through a strong intermediary network. You’ll work closely with experienced senior leadership who remain hands-on in complex delivery.
This role would suit someone with:
- Strong experience in US/UK trust and estate taxation
- Exposure to US-connected trusts, cross-border issues and treaty interaction
- A background in Big 4, Top 10/20 or specialist private client boutiques
- Strong client management skills and ability to handle technical complexity
- Interest in both advisory and compliance work
- Relevant qualifications (EA / ATT / CTA / STEP preferred, but strong single-qualified candidates considered)
Not suitable for candidates without deep trust experience or those requiring visa sponsorship.
Salary circa £65,000-£82,000 depending on experience, plus benefits. Two-stage interview process (three for Senior Manager level): initial screening followed by technical assessment and final leadership discussion.
For a confidential discussion about this opportunity, please contact Kate Green – kate.green@pro-finance.co.uk. Happy to share further detail or arrange an informal conversation.
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.
US/UK Tax Manager - Trusts employer: PRO-TAX RECRUITMENT LIMITED
As a leading Top 10 firm, we pride ourselves on fostering a collaborative and inclusive work culture that prioritises employee development and well-being. With flexible and hybrid working options available across the UK, our team of specialists enjoys a balanced mix of compliance and advisory work, alongside clear pathways for career progression within a high-performing environment. Join us to work closely with experienced leaders on complex, high-value estates while building strong client relationships in a supportive and entrepreneurial setting.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land US/UK Tax Manager - Trusts
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, or even reach out to former colleagues. Building relationships can lead to job opportunities that aren’t even advertised.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common questions. Show off your knowledge of US/UK tax regulations and be ready to discuss how you can add value to their team. Confidence is key!
✨Follow Up
After an interview, don’t forget to send a thank-you email! It’s a great way to express your appreciation and reiterate your interest in the role. Plus, it keeps you fresh in their minds.
✨Apply Through Our Website
Make sure to apply through our website for the best chance at landing that dream job! We’re always on the lookout for talented individuals who fit our culture and values.
We think you need these skills to ace US/UK Tax Manager - Trusts
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the US/UK Tax Manager role. Highlight your experience with trusts and estates, and don’t forget to mention any relevant qualifications like EA, ATT, CTA, or STEP. We want to see how your background fits perfectly with what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about tax management and how your skills align with our team’s needs. Be sure to mention your experience with cross-border issues and client management – we love a good story!
Showcase Your Technical Skills:In this role, technical expertise is key. Make sure to highlight your experience with US-connected trusts and complex advisory work. We want to know how you’ve tackled challenges in the past and what makes you a standout candidate for our specialist team.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Tax Stuff
Make sure you brush up on your US/UK trust and estate taxation knowledge. Be prepared to discuss specific cases or scenarios you've handled, especially those involving cross-border issues and treaty interactions. This will show that you’re not just familiar with the theory but can apply it in real-world situations.
✨Showcase Your Client Management Skills
Since this role involves building strong client relationships, think of examples where you've successfully managed client expectations or resolved complex issues. Highlight your ability to communicate effectively with high-net-worth individuals and how you’ve contributed to their satisfaction and trust.
✨Prepare for Technical Questions
Expect a mix of compliance and advisory questions during the technical assessment. Review common tax scenarios related to trusts and estates, and be ready to explain your thought process. Practising with a colleague or mentor can help you articulate your answers clearly and confidently.
✨Demonstrate Your Team Spirit
This role is all about collaboration, so be ready to discuss how you’ve worked within a team in the past. Share examples of how you’ve supported junior team members or contributed to team growth. Showing that you value knowledge sharing and teamwork will resonate well with the interviewers.
