At a Glance
- Tasks: Manage a portfolio of trusts and family offices while advising on complex tax matters.
- Company: Join a top 10 accountancy firm with a collaborative culture and strong focus on development.
- Benefits: Competitive salary, hybrid working, private medical insurance, and career coaching.
- Other info: Clear progression pathway to Director level with a supportive team environment.
- Why this job: Gain international exposure and work on technically challenging trust and estate planning matters.
- Qualifications: CTA/ACA qualified with experience in trust taxation and administration.
The predicted salary is between 54000 - 66000 £ per year.
A highly regarded Top 10 accountancy and advisory firm is seeking a Private Client Tax Senior Manager to join its specialist Trust & Family Office team. This is an opportunity to work alongside recognised experts advising trusts, family offices, high-net-worth families and international wealth structures, with exposure to some of the most technically challenging private client work in the market.
The team is a recognised specialist practice, combining deep trust expertise with a collaborative culture that places a strong emphasis on knowledge sharing, mentoring and long-term career development.
The Opportunity
As a Private Client Tax Senior Manager, you'll take ownership of a high-quality portfolio of trust and private client relationships while advising on sophisticated UK and international planning matters. Working closely with Partners and Directors, you'll gain exposure to complex trust structures, succession planning, inheritance tax, family office matters and cross-border wealth planning, whilst playing a key role in developing the next generation of trust specialists. At Senior Manager level, the role becomes increasingly advisory-focused, with significant involvement in strategic and technically challenging client assignments.
Key Responsibilities
- Managing a portfolio of trusts, family offices and private clients
- Advising trustees, beneficiaries and wealthy families on complex tax matters
- Leading on trust, estate and succession planning assignments
- Delivering a blend of compliance and advisory work with a strong advisory focus
- Working on UK and international trust structures
- Reviewing technical work and ensuring exceptional client service
- Supporting and mentoring junior team members
- Working closely with Partners on complex planning projects and client relationships
Why This Role Stands Out
- Join one of London's leading Trust & Family Office teams
- Significant exposure to international and offshore trust structures
- Approximately 50% UK and 50% international trust work
- Strong advisory focus at Senior Manager level
- Opportunity to work on highly technical trust and estate planning matters
- Direct access to experienced Trust & Family Office Partners
- Collaborative culture focused on learning, development and team success
- Clear progression pathway to Director
- High-quality client base including family offices, trustees and UHNW families
- Business development is Partner-led, allowing greater focus on technical delivery and client relationships
Culture & Development
This is a close-knit specialist team with an excellent reputation for developing trust professionals. The firm has a strong track record of promoting from within and provides structured progression through regular development reviews, mentoring and leadership support. The culture is notably collaborative, with trust specialists working closely alongside private wealth, entrepreneurial and international tax teams to deliver joined-up advice to clients. Unlike many firms, success is driven by technical excellence, client service and collaboration rather than internal competition.
About You
You are likely to be:
- CTA and/or ACA qualified
- Operating at Manager or Senior Manager level
- Experienced in trust taxation and trust administration
- Comfortable managing relationships with trustees and private clients
- Able to handle technically complex trust and estate matters
- Looking to build a long-term career within a specialist trust practice
- Experience of international trust structures, offshore trusts, inheritance tax and family office clients would be particularly advantageous.
Package
- £85,000 - £98,000
- Hybrid and flexible working
- 25 days' holiday plus bank holidays
- Private medical insurance
- Pension scheme
- Life assurance
- Career coaching and mentoring
- Extensive learning and development support
- Clear pathway to Director level
Interested?
If you're looking to deepen your expertise within a highly respected Trust & Family Office practice whilst enjoying genuine progression, technical breadth and a supportive culture, I'd be delighted to tell you more.
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.
Private Client Senior Manager - Trusts / Family Office in London employer: Pro-Tax Recruitment
Join a dynamic team in Newcastle as a Private Client Tax Assistant Manager, where you will enjoy a supportive work culture that prioritises employee development and offers competitive benefits. With opportunities for professional growth and a focus on work-life balance through hybrid working arrangements, this role is perfect for those looking to make a meaningful impact in tax compliance and advisory for high-net-worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Senior Manager - Trusts / Family Office in London
✨Tap into Campus Networks
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✨Get Certified
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Don’t shy away from reaching out directly to firms like Pro-Tax Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Private Client Senior Manager - Trusts / Family Office in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Pro-Tax Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Pro-Tax Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Pro-Tax Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Pro-Tax Recruitment.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at Pro-Tax Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Pro-Tax Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
