At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while providing expert tax advice.
- Company: Join a highly regarded Private Client Tax team with a focus on growth.
- Benefits: Opportunity for career progression and significant responsibility in a client-facing role.
- Other info: We celebrate diversity and welcome applicants from all backgrounds.
- Why this job: Make a real impact in a dynamic environment while mentoring junior team members.
- Qualifications: CTA and/or STEP qualified with strong experience in private client taxation.
The predicted salary is between 60000 - 75000 £ per year.
An exciting opportunity has arisen for an experienced Trust Manager to join a growing and highly regarded Private Client Tax team. This role offers the chance to work with a diverse portfolio of trusts, estates, high‑net‑worth individuals, and their advisers, while playing a key role in the continued development of the department.
Key Responsibilities
- Manage a portfolio of private clients, with a significant focus on trusts and estates.
- Provide expert advice on a broad range of trust, estate, capital gains tax, and inheritance tax matters.
- Lead the delivery of complex tax advisory projects and prepare high‑quality technical reports.
- Act as a trusted adviser and primary point of contact for clients, trustees, executors and professional advisers.
- Oversee UK tax compliance processes, including the preparation and review of trust, estate, and personal tax returns.
- Support Partners and Directors in managing client relationships and identifying new business opportunities.
- Handle ad hoc advisory and compliance assignments across the private client tax spectrum.
- Monitor workflow, manage deadlines, and ensure high standards of client service.
- Mentor and develop junior team members through coaching, performance feedback, and technical training.
- Identify and implement improvements to internal processes and team efficiencies.
About You
You will be an experienced private client tax professional with strong technical expertise in trusts and estates, coupled with the ability to communicate complex tax matters clearly and confidently to non‑specialists.
Skills & Experience
- CTA and/or STEP qualified (or equivalent professional qualification with relevant experience).
- Strong experience in UK trust accounting and inheritance tax account preparation.
- In‑depth knowledge of private client taxation, including anti‑avoidance legislation.
- Proven experience advising on trusts, estates, inheritance tax, capital gains tax and personal tax matters.
- Experience preparing and reviewing self‑assessment tax returns and tax computations.
- Confident dealing directly with HMRC on complex technical matters.
- Strong report‑writing and technical advisory skills.
- Ability to deliver practical, commercial advice in challenging or sensitive situations.
- Excellent client relationship and stakeholder management skills.
This is an excellent opportunity for an ambitious tax professional seeking a client‑facing role with significant responsibility, career progression, and the chance to make a real impact within a growing team.
Trust Manager - Private Client Tax (Trusts & Estates) employer: Pro-Tax
Join a dynamic and inclusive team where your expertise as a Trust Manager will be valued and nurtured. Our commitment to employee growth is reflected in our supportive work culture, offering mentorship opportunities and the chance to lead complex tax advisory projects for high-net-worth clients. Located in a vibrant area, we provide a stimulating environment that encourages innovation and collaboration, making us an excellent employer for those seeking meaningful and rewarding careers.
