At a Glance
- Tasks: Manage trust and estate clients, delivering top-notch advisory and compliance 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 diverse responsibilities and impactful client work.
- Qualifications: Experience in Trusts Estates and strong technical knowledge required.
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're 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.
The Trust Estate Manager / Senior Manager 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
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 Trust and Estate Tax Manager or Senior Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
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 Trust and Estate Tax Manager or Senior Manager
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.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨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.
