Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while advising clients on tax matters.
- Company: Leading private client tax accountants with a supportive culture.
- Benefits: Competitive salary, excellent benefits, and clear career progression opportunities.
- Why this job: Take ownership of client relationships and shape the future of trust services.
- Qualifications: 5+ years in trust work, strong technical knowledge, and excellent communication skills.
- Other info: Collaborative environment with ongoing development and exposure to complex cases.
The predicted salary is between 64000 - 96000 £ per year.
Our client, a highly regarded firm of chartered accountants, is seeking a Trust / Private Client Tax Manager to join their established and growing Trust Team. This is an outstanding opportunity to take ownership of a diverse portfolio, lead client relationships, and play a key role in shaping the development of the trust and private client offering within a supportive, high-quality firm.
The Role
- Managing a portfolio of UK resident trusts, with exposure to non-UK trusts and estates
- Reviewing and overseeing the preparation of trust accounts and tax returns
- Advising on trust taxation, distributions, IHT and planning matters
- Acting as the primary point of contact for clients, trustees, beneficiaries and HMRC
- Supporting and contributing to trust planning and advisory projects
- Managing workflows, deadlines and quality of work across the portfolio
- Coaching, mentoring and reviewing the work of junior team members
- Assisting partners with business development and client relationship management
About You
- 5+ years' experience in trust and private client work within a professional services firm
- Strong technical knowledge of trust taxation and administration
- CTA, STEP and/or ACA/ACCA qualification (or equivalent experience)
- Experience managing a client portfolio and supervising junior staff
- Excellent communication skills and a confident, client-facing approach
- Strong organisational skills with the ability to manage competing priorities
- Experience with probate, estate administration, charitable trusts or complex IHT planning would be highly advantageous.
Why Join Our Client?
- A senior role with autonomy and real influence
- A clear pathway toward Senior Manager or Director progression
- Ongoing technical and leadership development
- Exposure to complex, high-value trust and estate work
- A collaborative environment that values expertise, initiative and long-term growth
How to Apply
For further details or to apply in confidence, please contact: John Corfield at John.corfield@pro-tax.co.uk
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/Private Client Tax Manager employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust/Private Client Tax Manager
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. Show them you’re not just a fit for the role, but also a great addition to their team culture!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a simple gesture that shows your appreciation and keeps you fresh in their minds. We suggest mentioning something specific from the interview to make it personal.
✨Apply Through Our Website
When you find a job that excites you, apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we’re always looking for passionate individuals to join our team, so don’t hesitate!
We think you need these skills to ace Trust/Private Client Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Trust/Private Client Tax Manager role. Highlight your expertise in trust taxation and client management to grab our attention!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about trust and private client work, and how your experience aligns with our values and the role's responsibilities.
Showcase Your Achievements: Don’t just list your duties; showcase your achievements! Whether it’s successful client relationships or innovative tax planning strategies, we want to see how you've made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Pro-Tax
✨Know Your Stuff
Make sure you brush up on your technical knowledge of trust taxation and administration. Be prepared to discuss specific cases or scenarios you've handled in the past, as this will show your expertise and confidence in the field.
✨Showcase Your Leadership Skills
Since this role involves managing a team, think about examples where you've coached or mentored junior staff. Highlight your ability to manage workflows and deadlines, as well as how you’ve contributed to team success in previous roles.
✨Client-Centric Approach
Prepare to talk about your experience in building and maintaining client relationships. Think of instances where you've acted as a trusted adviser and how you’ve navigated complex client needs, especially regarding trust and estate matters.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the firm’s culture and future direction. Inquire about their approach to professional development and how they support their team in handling complex trust and estate work.
