At a Glance
- Tasks: Manage trusts and estates, review accounts, and collaborate on exciting structuring projects.
- Company: Join a leading private client team focused on trusts in the UK.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Flexible work environment with potential for career advancement.
- Why this job: Make a real impact in the world of trust taxation and estate planning.
- Qualifications: STEP qualified with experience in trust taxation and estate planning.
The predicted salary is between 51750 - 63250 £ per year.
Taxation is seeking an experienced Trusts & Tax adviser at Manager level to join our private client, trusts-focused team in the UK. You will manage a portfolio of trusts and estates, review accounts and returns, and collaborate with Directors on ad hoc structuring projects, with hybrid working allowing 2–3 days from home.
The successful candidate will typically be STEP qualified (CTA desirable) and possess proven experience in trust taxation, IHT and estate planning, with ambition toward senior.
Hybrid Trusts & Tax Manager for UHNW Estates employer: Taxation
Taxation is an exceptional employer that fosters a collaborative and supportive work culture in the heart of Cheltenham. With a strong focus on employee development, we offer tailored growth opportunities and continuous training to enhance your advisory skills, particularly within the dynamic agricultural sector. Join us to be part of a dedicated team that values innovation and excellence while managing a diverse portfolio of high-profile clients.
