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Private Client Tax - Trust Manager


City of London





Private Client Tax - Trust Manager - Trusts & Estates

£75,000 plus excellent benefits


My client is looking for a Private Client Manager to join their growing department. A key and significant part of the role will involve dealing with Trusts, estates, and their beneficiaries.
You will also be involved in driving the delivery of personal tax advisory work, including writing reports and leading discussions with prospective and existing clients.

This is a key role within the office, where you will be client facing and required to deal credibly and professionally with trustees, executors, high net-worth clients, professional advisors and intermediaries. As such, excellent technical skills are crucial; equally important will be your ability to impart complex tax technical information to non-experts.
We are looking for someone to actively manage the delivery of the trusts and estate private client offering for the team, including making suggestions for improving internal processes and efficiencies. This will include mentoring the team to develop their soft skills and providing technical training periodically.

Key responsibilities:

  • Provide support to partners and directors in the effective running of the team and in winning new work.
  • Managing a client portfolio, the greater part of which will include trusts and estates, with multiple sources of income and gains.
  • Driving the delivery of technical advisory work on the portfolio.
  • Dealing with one off advisory and compliance assignments.
  • A key point of contact for the client.
  • Dealing with a range of capital gains tax and inheritance tax issues.
  • Overseeing the UK tax return filling process for a broad variety of clients.
  • Monitoring work progress against targets.
  • Providing feedback and giving input into staff appraisals, as well as direct responsibility for appraising staff.
  • Monitor progress and encourage the personal development of all team members.
  • Ability to produce written work to a high standard.

Skills & expertise
The candidate should have experience in advising on a wide range of tax issues which should ideally include the following areas:
Technical expertise:

  • CTA and/or STEP Qualified, or other professional qualification with demonstrable relevant experience.
  • UK trust account preparation and inheritance tax accounts/computations.
  • Advanced understanding of general private client tax issues, including personal tax anti-avoidance legislation.
  • Confidently interacts with HMRC regarding complex issues on behalf of clients.
  • Delivers advice confidently in transactional, litigious, or confrontational circumstances.
  • Experience in Self-Assessment and preparation of tax computations for private clients, particularly as it relates to Trusts and estates.
  • Demonstrable experience of report writing and ad hoc advisory work.

To apply contact John at Pro Tax at


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