Trust and Estate Tax Manager or Senior Manager

Trust & Estate Manager / Senior Manager

Location: London (Hybrid - 3 days in office / 2 days remote)

Salary: Up to £90,000 + Excellent Benefits

Job Type: Full-time, Permanent

Are you an experienced Trust & Estate specialist seeking high-visibility work, genuine career progression, and strong technical breadth?

We are partnering with a highly regarded firm boasting one of the largest and most respected Trust & Estate practices in the South East. Following sustained business growth, they are looking to appoint an ambitious Manager or Senior Manager to lead client relationships, deliver complex advisory, and mentor a growing team.

Key Responsibilities

• Advisory & Planning: Deliver high-level estate and tax planning advice across IHT, CGT, APR, and BPR, as well as complex trust formations, restructurings, and reorganisations.
• Compliance & Portfolio Management: Oversee a diverse client portfolio, ensuring seamless delivery of annual trust accounts and tax returns.
• Team Leadership: Manage, develop, and mentor junior team members, fostering technical growth and managing day-to-day workflow.
• Strategic & Commercial Oversight: Handle portfolio billing and financial management, while proactively identifying strategic advisory opportunities for clients.
• Cross-Functional Collaboration: Partner closely with internal tax, legal, and private client specialists, as well as external solicitors and professional partners.

About You

• Experience: Strong technical background in Trusts & Estates within accountancy, legal, or specialist trust firm environments.
• Technical Depth: In-depth knowledge of trust legislation, IHT, CGT, APR, and BPR.
• Leadership: Proven ability to supervise, mentor, or manage junior staff.
• Qualifications: STEP qualified (or looking to complete STEP); CTA, ATT, or legal qualifications are highly desirable.
• Client Skills: Strong communication skills with a track record of managing complex client relationships and heavy workloads effectively.

What's on Offer

• Competitive Package: Salary up to £90,000 + structured bonus scheme.
• Work-Life Balance: Hybrid working model (3 days in office / 2 days remote) and flexible working options.
• Generous Leave: 25 days holiday + bank holidays + option to buy additional leave.
• Health & Wellbeing: Private Medical Insurance, Critical Illness Cover, Health Cash Plan, and comprehensive mental health support.
• Financial Security: Employer pension scheme, life assurance, and income protection.
• Professional Growth: Clear pathway to Senior Manager/Director, supported by fully funded continuous professional development.
• Perks & Culture: Cycle to work scheme, season ticket loans, ESG/charity volunteer days, and an inclusive, collaborative firm culture.

Interview Process

1. Stage 1: Initial video / in-person interview.
2. Stage 2: Final panel interview and discussion.

(Optional informal, confidential conversation available prior to formal application).

How to Apply

For a confidential discussion or to request a full job description, please contact Kate Green at kate.green@pro-tax.co.uk.

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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.