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.
- Benefits: Competitive salary, hybrid working, private medical insurance, and career coaching.
- Other info: Clear progression pathway to Director and supportive team environment.
- Why this job: Gain international exposure and work on technically challenging client assignments.
- Qualifications: CTA/ACA qualified with experience in trust taxation and administration.
The predicted salary is between 55000 - 65000 £ per year.
Are you looking for a Senior Manager opportunity that offers genuine technical trust work, international exposure and a clear route to Director? 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
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.
Private Client Senior Manager - Trusts / Family Office in London employer: Pro-Tax
Pro-Tax is an excellent employer, offering a dynamic and collaborative work culture that fosters professional growth and development. With a competitive salary and benefits package, employees are encouraged to advance their careers towards Partnership while working on impactful projects for large multinational clients in a hybrid environment. The company's commitment to employee well-being and career progression makes it a rewarding place to build a meaningful career in international tax.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Senior Manager - Trusts / Family Office in London
✨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, 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 Private Client Senior Manager - Trusts / Family Office in London
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'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. 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!
How to prepare for a job interview at Pro-Tax
✨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.
✨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. It helps to show our commitment!
