At a Glance
- Tasks: Provide expert tax advice on trusts and estates while managing client relationships.
- Company: Join a forward-thinking firm with a collaborative and inclusive culture.
- Benefits: Enjoy 27 days' holiday, flexible working, and full study support.
- Other info: Great opportunities for career progression in a supportive environment.
- Why this job: Make a real impact in the lives of high-net-worth clients and their families.
- Qualifications: Experience in Trusts & Estates with strong technical knowledge required.
The predicted salary is between 50000 - 60000 £ per year.
Hays is recruiting for an experienced Trusts & Estates Tax Manager to join their growing Private Client Tax team. This opportunity sits within a collaborative, multidisciplinary environment, working closely with tax, legal, accounts and financial planning specialists to deliver a complete advisory service to high‑net‑worth individuals, families and trustees.
Responsibilities
- Provide advisory support on trusts, estates and private client tax matters, identifying planning opportunities aligned to clients' wider personal and family objectives.
- Prepare and review complex trust and estate tax returns, accounts and Inheritance Tax returns.
- Manage client relationships, ensuring deadlines are met and a consistently high standard of service is maintained.
- Support the wider tax team with trust‑related technical input.
- Contribute to business development activity, including marketing initiatives, publications and events.
- Mentor and support junior members of the Trusts & Estates team.
Qualifications
- Experienced Trusts & Estates professional with strong technical knowledge across trusts, estates and private client taxation.
- Previous experience in a Trusts & Estates / Private Client Tax role and CTA and/or STEP qualification.
- Commercial mindset with an understanding of recoverability and Work in Progress.
- Excellent communication skills and a confident, professional client‑facing manner.
- Collaborative approach and ability to work effectively within a multidisciplinary team.
Benefits
- Competitive salary.
- 27 days' holiday (plus bank holidays) and birthday leave.
- Flexible and hybrid working arrangements.
- Generous pension scheme with employer contributions.
- Private medical insurance and income protection.
- Full study support, paid professional subscriptions and ongoing CPD.
- A supportive, inclusive culture with clear opportunities for progression.
This is an excellent opportunity for a Trusts & Estates specialist seeking a long‑term role within a stable, forward‑thinking firm offering both technical depth and a strong quality‑of‑life proposition. Interested in finding out more? Apply now or contact Cara Whyte at Hays for a confidential discussion.
Tax and Trust Manager. Job in Bury St Edmunds LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a forward-thinking firm in Bury St Edmunds that values collaboration and professional growth. As a Tax and Trust Manager, you will benefit from a supportive culture, competitive salary, and flexible working arrangements, all while working alongside experts in tax, legal, and financial planning to provide exceptional service to high-net-worth clients. With generous holiday allowances, private medical insurance, and ongoing professional development support, this role offers a rewarding career path in a thriving environment.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Tax and Trust Manager. Job in Bury St Edmunds LilyLifestyle Jobs
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant groups on LinkedIn, and don’t be shy about reaching out to professionals in your field. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to meet potential employers or clients, make sure to showcase your expertise. Bring along examples of your work or case studies that highlight your experience in trusts and estates. We want to see how you can add value to their team!
✨Prepare for Interviews
Do your homework before any interview! Research the company, understand their values, and think about how your skills align with their needs. We recommend practising common interview questions and preparing some thoughtful questions to ask them too.
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that job! We’ve got loads of resources to help you through the application process, and we’re always looking for talented individuals like you to join our team.
We think you need these skills to ace Tax and Trust Manager. Job in Bury St Edmunds LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Trusts & Estates Tax Manager role. Highlight your relevant experience and qualifications, especially your CTA and/or STEP certification. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about trusts and estates tax work and how you can contribute to our multidisciplinary team. Keep it professional but let your personality come through!
Showcase Your Client Management Skills:Since managing client relationships is key in this role, make sure to include examples of how you've successfully interacted with clients in the past. We love seeing how you maintain high standards and meet deadlines!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and we can’t wait to see your application come through!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Make sure you brush up on your technical knowledge regarding trusts, estates, and private client taxation. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax issues. This will show that you’re not just familiar with the theory but can apply it in real-world situations.
✨Showcase Your Client Management Skills
Since managing client relationships is key for this role, think of examples where you've maintained high standards of service under pressure. Prepare to share how you’ve met deadlines while ensuring client satisfaction, as this will demonstrate your ability to handle the demands of the job.
✨Collaborate Like a Pro
This position requires a collaborative approach, so be ready to talk about your experience working within multidisciplinary teams. Highlight instances where you’ve worked alongside tax, legal, and financial planning specialists to deliver comprehensive solutions for clients.
✨Be Ready to Discuss Business Development
Since contributing to business development is part of the role, think about any marketing initiatives or publications you’ve been involved in. Share your ideas on how you could help grow the firm’s client base and enhance its reputation in the market.
