Trust Manager - Private Client Tax (Trusts & Estates)

Trust Manager - Private Client Tax (Trusts & Estates)

Salary: £75,000 + Excellent Benefits
Location: London / Hybrid Working

An exciting opportunity has arisen for an experienced Trust Manager to join a growing and highly regarded Private Client Tax team. This role offers the chance to work with a diverse portfolio of trusts, estates, high-net-worth individuals, and their advisers, while playing a key role in the continued development of the department.

The successful candidate will take ownership of a substantial trusts and estates portfolio, deliver high-quality advisory services, and build strong relationships with clients, trustees, executors, and professional intermediaries. You will also contribute to team development through mentoring, technical training, and process improvement initiatives.

Key Responsibilities

• Manage a portfolio of private clients, with a significant focus on trusts and estates.
• Provide expert advice on a broad range of trust, estate, capital gains tax, and inheritance tax matters.
• Lead the delivery of complex tax advisory projects and prepare high-quality technical reports.
• Act as a trusted adviser and primary point of contact for clients, trustees, executors, and professional advisers.
• Oversee UK tax compliance processes, including the preparation and review of trust, estate, and personal tax returns.
• Support Partners and Directors in managing client relationships and identifying new business opportunities.
• Handle ad hoc advisory and compliance assignments across the private client tax spectrum.
• Monitor workflow, manage deadlines, and ensure high standards of client service.
• Mentor and develop junior team members through coaching, performance feedback, and technical training.
• Identify and implement improvements to internal processes and team efficiencies.

About You

You will be an experienced private client tax professional with strong technical expertise in trusts and estates, coupled with the ability to communicate complex tax matters clearly and confidently to non-specialists.

Skills & Experience

• CTA and/or STEP qualified (or equivalent professional qualification with relevant experience).
• Strong experience in UK trust accounting and inheritance tax account preparation.
• In-depth knowledge of private client taxation, including anti-avoidance legislation.
• Proven experience advising on trusts, estates, inheritance tax, capital gains tax, and personal tax matters.
• Experience preparing and reviewing self-assessment tax returns and tax computations.
• Confident dealing directly with HMRC on complex technical matters.
• Strong report-writing and technical advisory skills.
• Ability to deliver practical, commercial advice in challenging or sensitive situations.
• Excellent client relationship and stakeholder management skills.

This is an excellent opportunity for an ambitious tax professional seeking a client-facing role with significant responsibility, career progression, and the chance to make a real impact within a growing team.

To apply, please contact John Corfield at Pro Tax:
john.corfield@pro-tax.co.uk

________

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.