Trust Tax Manager - Private Family Office

Trust Tax Manager - Private Family Office

London West End | Hybrid (3 Days Office / 2 Days Home)

£65,000 + Excellent Benefits

Looking for a Trust Tax role where you can manage a high-quality portfolio while enjoying genuine work-life balance?

We're recruiting for a Private Family Office with an outstanding reputation, offering the opportunity to work with a diverse portfolio of family and charitable trusts and estates in a supportive, collaborative environment.

The Role
You'll take ownership of trust and estate administration and compliance, including:

• Managing a portfolio of trusts and estates
• Preparing trust accounts and tax returns
• Handling inheritance tax, capital gains tax and trust distributions
• Liaising with clients, HMRC and professional advisers
• Supporting beneficiaries and maintaining high standards of client service

About You
You'll ideally be STEP qualified with experience in trust and estate administration, trust tax compliance and preparing trust accounts. Experience with CCH Trust Accounts and CCH Central would be an advantage.

What's on Offer?

• £65,000 salary
• Hybrid working (3 days in the office)
• 25 days' holiday
• Private Medical Insurance
• Non-contributory pension
• Life Assurance
• Group Income Protection

If you're looking to join a respected Family Office where your technical expertise is valued and your career can continue to grow, we'd love to hear from you. Contact John at Pro Tax at John.corfield@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.