At a Glance
- Tasks: Manage private client portfolios and advise on trusts and family office relationships.
- Company: Join a leading Top 10 accountancy and advisory firm with a collaborative culture.
- Benefits: Competitive salary, hybrid working, 25 days holiday, and career development support.
- Other info: Enjoy a supportive environment with clear progression pathways and flexible working arrangements.
- Why this job: Gain exposure to UK and international trust structures while advancing your career.
- Qualifications: CTA/ACA qualified with experience in private client tax and trust advisory.
The predicted salary is between 55000 - 65000 £ per year.
Looking to build your career within one of the market's leading Trust & Family Office teams? A highly regarded Top 10 accountancy and advisory firm is seeking a Private Client Tax Manager to join its growing Trust & Family Office practice. This is an excellent opportunity for a trust-focused private client professional looking to deepen their technical expertise while gaining exposure to sophisticated UK and international family wealth structures, trustees, estates and high-net-worth families. The team advises a diverse client base and is known for its collaborative culture, strong technical capability and clear progression opportunities.
The Opportunity
- Manage a portfolio of private clients, trusts and family office relationships
- Advise trustees, beneficiaries and high-net-worth individuals
- Deliver a blend of compliance and advisory work
- Support trust, estate and succession planning projects
- Manage WIP, billing and client service delivery
- Work closely with senior stakeholders on complex technical matters
- Coach and mentor junior team members
- Build strong relationships with clients and professional intermediaries
Why This Role Stands Out
- Join a specialist Trust & Family Office team within a leading Top 10 firm
- Exposure to both UK and international trust structures
- Strong mix of compliance and advisory work
- Opportunity to work alongside recognised trust specialists
- Direct Partner exposure and involvement in complex client matters
- Clear progression pathway to Senior Manager
- Collaborative, supportive and non-political culture
- Broad exposure across trusts, estates, family offices and private wealth clients
- Hybrid and flexible working arrangements
About You
- CTA and/or ACA qualified
- Operating at Manager level within Private Client Tax
- Experienced in advising trusts and private clients
- Comfortable managing client relationships independently
- Interested in developing deeper trust and family office expertise
- Looking for a long-term career opportunity within a growing specialist team
Experience of estates, international trusts or family office clients would be advantageous but is not essential.
Package
- £70,000 - £85,000 depending on experience
- Hybrid and flexible working
- 25 days' holiday plus bank holidays
- Private medical insurance
- Pension scheme
- Life assurance
- Career coaching and mentoring
- Structured learning and development support
- Clear progression framework
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 Manager - Trusts and Family Office 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 Manager - Trusts and Family Office
✨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. 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 Manager - Trusts and Family Office
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.
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'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
✨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.
✨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 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 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.
