Trust & Family Office Manager - Top 10 Firm - London

A leading Top 10 accountancy and business advisory firm is looking to appoint a Manager into its growing Trust & Family Office team. This is an excellent opportunity for an experienced private client or trust tax professional looking to join a highly regarded team with a strong reputation in the market, a collaborative culture and clear progression opportunities.

The team works with a broad portfolio of high-net-worth individuals, trustees, family offices and estates, providing both compliance and advisory support across a range of complex matters.

The Role

As a Manager within the Trust & Family Office team, you will:

• Manage relationships with HNW individuals, trustees and executors as a key point of contact
• Review trust and estate accounts, tax returns and annual compliance work
• Support on complex advisory projects across CGT, IHT, domicile and residence matters
• Advise on trust and company structures for wealth preservation and succession planning
• Work closely with Senior Managers, Directors and Partners on a varied client portfolio
• Identify planning opportunities and support business development initiatives
• Assist with mentoring and developing junior members of the team

The Opportunity

This firm offers a genuinely supportive and people-focused culture, alongside the opportunity to work on high-quality and technically interesting work within a collaborative environment. You will be joining a forward-thinking team with excellent on-the-job training, strong leadership and clear long-term progression opportunities.

Flexible and hybrid working is actively encouraged, alongside a competitive salary, study support and a comprehensive benefits package.

About You

The successful candidate will ideally have experience within private client, trusts or family office tax, alongside strong communication skills and a client-focused approach. STEP, CTA or ACA/ACCA qualifications are welcomed, although those currently studying will also be considered.

For more information please contact Lauren McLoughlin:

Phone - 07929 029526

Email - lauren.mcloughlin@pro-tax.co.uk

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