At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while advising high-net-worth clients.
- Company: Reputable accountancy firm in Manchester with a strong private client focus.
- Benefits: Competitive salary, flexible working, and clear career progression.
- Other info: Supportive environment with opportunities to mentor junior staff.
- Why this job: Join a collaborative team and make a real impact on clients' financial futures.
- Qualifications: CTA/ACA/ACCA qualified with experience in trusts and estates tax.
The predicted salary is between 45000 - 55000 £ per year.
Your new company
A highly regarded independent accountancy firm based in Manchester, known for its strong private client offering and long-standing relationships with high-net-worth individuals, families, and trustees.
The firm continues to grow its specialist tax team and is recognised for its collaborative culture and technical excellence.
Your new role
As a Trusts & Estates Tax Manager, you will play a key role in managing a varied portfolio of UK trusts and estates, acting as a trusted adviser to clients while supporting the development of junior staff.
You will be responsible for managing a diverse portfolio of trusts, estates, and high-net-worth individuals, ensuring the delivery of both compliance and advisory work.
This will include overseeing the preparation and review of trust and estate tax returns, while providing technical advice across inheritance tax (IHT), capital gains tax (CGT), and income tax matters.
You will support clients with trust structuring, succession planning, and estate administration, acting as a key point of contact to build and maintain strong relationships.
In addition, you will contribute to business development initiatives, identify opportunities to grow the private client offering, and coach and mentor junior members of the team.
- What you'll need to succeed
- CTA/ACA/ACCA qualified (or equivalent)
- Proven experience in trusts and estates tax within practice
- Strong technical knowledge of UK trust and personal taxation
- Experience managing client relationships and delivering advisory projects
- Excellent communication and organisational skills
- What you'll get in return
- Competitive salary
- Flexible and hybrid working arrangements
- 35 hour week contract
- Clear progression pathway
- A supportive and collaborative working environment
- Exposure to a high-quality private client portfolio
What you need to do now If you're interested in this Trusts Tax Manager role in Manchester, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
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