A highly regarded Top 10 accountancy and advisory firm is seeking a Private Client Tax Senior Manager to join its specialist Trust & Family Office team. This is an opportunity to work alongside recognised experts advising trusts, family offices, high-net-worth families and international wealth structures, with exposure to some of the most technically challenging private client work in the market. The team is a recognised specialist practice, combining deep trust expertise with a collaborative culture that places a strong emphasis on knowledge sharing, mentoring and long-term career development. The Opportunity As a Private Client Tax Senior Manager, you'll take ownership of a high-quality portfolio of trust and private client relationships while advising on sophisticated UK and international planning matters. Working closely with Partners and Directors, you'll gain exposure to complex trust structures, succession planning, inheritance tax, family office matters and cross-border wealth planning, whilst playing a key role in developing the next generation of trust specialists.
- Managing a portfolio of trusts, family offices and private clients
- Advising trustees, beneficiaries and wealthy families on complex tax matters
- Leading on trust, estate and succession planning assignments
- Delivering a blend of compliance and advisory work with a strong advisory focus
- Working on UK and international trust structures
- Reviewing technical work and ensuring exceptional client service
- Supporting and mentoring junior team members
- Working closely with Partners on complex planning projects and client relationships
Why This Role Stands Out
- Join one of London's leading Trust & Family Office teams
- Significant exposure to international and offshore trust structures
- Approximately 50% UK and 50% international trust work
- Strong advisory focus at Senior Manager level
- Opportunity to work on highly technical trust and estate planning matters
- Direct access to experienced Trust & Family Office Partners
- Collaborative culture focused on learning, development and team success
- Clear progression pathway to Director
- High-quality client base including family offices, trustees and UHNW families
- Business development is Partner-led, allowing greater focus on technical delivery and client relationships
Culture & Development
This is a close-knit specialist team with an excellent reputation for developing trust professionals. The firm has a strong track record of promoting from within and provides structured progression through regular development reviews, mentoring and leadership support. The culture is notably collaborative, with trust specialists working closely alongside private wealth, entrepreneurial and international tax teams to deliver joined-up advice to clients. Unlike many firms, success is driven by technical excellence, client service and collaboration rather than internal competition.
- CTA and/or ACA qualified
- Operating at Manager or Senior Manager level
- Experienced in trust taxation and trust administration
- Comfortable managing relationships with trustees and private clients
- Able to handle technically complex trust and estate matters
- Looking to build a long-term career within a specialist trust practice
Experience of international trust structures, offshore trusts, inheritance tax and family office clients would be particularly advantageous.
Placing individuals in tax jobs demands expertise. Whether you have tax vacancies that need filling or are looking to further your career with a new tax job, we can provide an informed and effective service, recruiting from tax juniors through to tax manager and tax director levels. When it comes to successfully placing people into tax jobs, experience and expertise are paramount. We strive to put the right candidate with the right business for the benefit of both parties. The Pro-Tax brand stands for professionalism, integrity and above all results. We pride ourselves on repeat business and this can only be achieved by doing a good job not only first time, but every time. If you\'re looking for your next career move get in contact with one of our recruiters here.
- £85,000 - £98,000
- Hybrid and flexible working
- 25 days' holiday plus
Private Client Tax Senior Manager in London employer: The Trust
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