Job Details
Trust & Estate Manager / Senior Manager
Location: London (Hybrid - 3 days office)
Salary: Up to £90,000 + excellent benefits
Job Type: Full-time, Permanent
Are you an experienced Trust & Estate specialist ready to step into a senior, influential role? We're working with a highly regarded firm with one of the largest Trusts & Estates teams in the South East, now looking to appoint either a Manager or Senior Manager to support further growth.
This is an outstanding opportunity to join a reputable, people-focused practice offering genuine career progression, a varied client base, and strong technical exposure.
The Trust & Estate Manager / Senior Manager Role
You will manage a portfolio of trust and estate clients and deliver high-quality advisory and compliance services. The work is diverse and includes:
- Trust formation, restructuring and reorganisations
- Inheritance Tax planning, including APR & BPR
- Annual trust accounts and tax returns
- IHT, CGT and wider estate planning advice
- Supporting solicitors and external professional partners
- Managing, developing and mentoring junior staff
- Billing, workflow and financial management
- Identifying new advisory opportunities
This role works collaboratively with in-house tax, legal, and advisory specialists, providing a broad platform to develop your technical and leadership skills.
About You
- Strong background in Trusts & Estates (accounting, tax or legal routes welcome)
- Excellent technical knowledge across IHT, CGT, APR, BPR and trust legislation
- Experience managing or mentoring staff
- STEP qualified or keen to study
- ATT/CTA beneficial but not essential
- Able to manage complex workloads and maintain high-quality output
Candidates at both Manager and Senior Manager levels will be considered.
What's on Offer
- Salary up to £90,000
- Hybrid working (3 days office / 2 days home)
- 25 days holiday + bank holidays + holiday buying
- Pension, life assurance, income protection
- Private Medical Insurance & Critical Illness Cover
- Health Cash Plan & wellbeing support
- Clear, structured progression routes
- Continuous professional development & external training
- Inclusive culture with flexible working support
- ESG commitments, charity involvement & volunteer days
- Cycle to work scheme, season ticket loan, and additional travel benefits
Interview Process
- Two-stage interview
- Optional informal conversation available
If you're an ambitious Trust & Estate professional seeking a step up in responsibility, visibility, and technical breadth - this is a role not to miss.
________
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.
Company
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.
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