Trust / Private Client Tax Manager
Our Client - Leading Private Client Tax Accountants
London / Hybrid
Full-Time | Up to £80,000 (dependent on experience) plus excellent benefits
Are you an experienced trust and private client professional ready to step into a management role? 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 will include:
- 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?
Our client is recognised for delivering high-quality private client services while fostering a genuinely supportive and people-focused culture. You can expect:
- 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
How to Apply
For further details or to apply in confidence, please contact:
John Corfield
View email address on pro-recruitment.co.uk
________
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.
Vacancy posted 1 day ago
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