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 and collaborative culture.
- Benefits: Competitive salary up to £80,000, excellent benefits, and career progression opportunities.
- Other info: Commitment to diversity and inclusion, welcoming applicants from all backgrounds.
- Why this job: Step into a senior role with real influence and exposure to complex trust work.
- Qualifications: 5+ years in trust and private client work, strong technical knowledge, and relevant qualifications.
The predicted salary is between 70000 - 80000 £ 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
As Trust / Private Client Manager, you will take responsibility for the management and delivery of trust, estate and private client services, working closely with partners and acting as a trusted adviser to clients.
Key Responsibilities
- 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
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: Taxation
Our client is a leading firm of chartered accountants based in London, offering an exceptional work environment that fosters professional growth and development. With a strong emphasis on collaboration and inclusivity, employees enjoy a clear pathway to senior management roles while working on complex, high-value trust and estate matters. The firm provides excellent benefits and a supportive culture that values expertise and initiative, making it an outstanding employer for those seeking meaningful and rewarding careers in private client tax.
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 that can help land that dream job.
✨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 qualified, but also genuinely excited about the role!
✨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 role that fits, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for talented individuals like you to join our team!
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 experience in managing client portfolios and your technical knowledge of trust taxation 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 background makes you the perfect fit for our team. Be genuine and let your personality come through.
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Whether it’s successful projects or improvements you've made in previous roles, we want to see how you’ve made an impact in your past positions.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Taxation
✨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 lead and support others, as well as how you've contributed to business development in previous roles.
✨Understand the Client's Needs
Research the firm and its client base. Be ready to discuss how you would approach client relationships and what strategies you would implement to ensure their needs are met, especially regarding complex trust and estate matters.
✨Prepare Questions
Have a few thoughtful questions ready for your interviewers. This could be about the firm's approach to trust planning or how they support their employees' professional development. It shows you're genuinely interested and engaged in the opportunity.
