Private Client Tax Manager - Trust & Family Office

Top 10 Firm | £70,000 - £85,000 + Benefits | London | Hybrid

Looking to build your career within one of the market's leading Trust & Family Office teams?

A highly regarded Top 10 accountancy and advisory firm is seeking a Private Client Tax Manager to join its growing Trust & Family Office practice.

This is an excellent opportunity for a trust-focused private client professional looking to deepen their technical expertise while gaining exposure to sophisticated UK and international family wealth structures, trustees, estates and high-net-worth families.

The team advises a diverse client base and is known for its collaborative culture, strong technical capability and clear progression opportunities.

The Opportunity

As a Private Client Tax Manager, you'll manage a portfolio of private clients, trusts and family office relationships while working closely with experienced Directors and Partners on complex planning matters.

The role offers exposure to both UK and international trust work, providing an excellent platform for someone looking to broaden their advisory experience and progress towards Senior Manager.

Key Responsibilities

• Managing a portfolio of private clients, trusts and family office relationships
• Advising trustees, beneficiaries and high-net-worth individuals
• Delivering a blend of compliance and advisory work
• Supporting trust, estate and succession planning projects
• Managing WIP, billing and client service delivery
• Working closely with senior stakeholders on complex technical matters
• Coaching and mentoring junior team members
• Building strong relationships with clients and professional intermediaries

Why This Role Stands Out

• Join a specialist Trust & Family Office team within a leading Top 10 firm
• Exposure to both UK and international trust structures
• Strong mix of compliance and advisory work
• Opportunity to work alongside recognised trust specialists
• Direct Partner exposure and involvement in complex client matters
• Clear progression pathway to Senior Manager
• Collaborative, supportive and non-political culture
• Broad exposure across trusts, estates, family offices and private wealth clients
• Hybrid and flexible working arrangements

About You

You are likely to be:

• CTA and/or ACA qualified
• Operating at Manager level within Private Client Tax
• Experienced in advising trusts and private clients
• Comfortable managing client relationships independently
• Interested in developing deeper trust and family office expertise
• Looking for a long-term career opportunity within a growing specialist team

Experience of estates, international trusts or family office clients would be advantageous but is not essential.

Package

• £70,000 - £85,000 depending on experience
• Hybrid and flexible working
• 25 days' holiday plus bank holidays
• Private medical insurance
• Pension scheme
• Life assurance
• Career coaching and mentoring
• Structured learning and development support
• Clear progression framework

Interested?

If you're looking for a Private Client Tax Manager opportunity that combines technical trust work, quality clients and genuine progression within a highly respected specialist team, I'd be delighted to tell you more.

Kate Green
kate.green@pro-tax.co.uk