HireIQ

Private Client Tax Manager – Trusts & Family Office

  • London, Greater London, United Kingdom
  • £78,000 per annum
  • On-site
  • Permanent
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Job Description

London | £65,000–£78,000 | Hybrid
Why Apply for This Job?
  • Join a highly regarded Trusts & Family Office team within an established UK accountancy and advisory firm.
  • Work with high-net-worth individuals, family offices, trustees and executors on complex tax and wealth planning matters.
  • Gain exposure to UK and international trusts, estate planning, Inheritance Tax and Capital Gains Tax advisory.
  • Take ownership of client relationships and deliver a varied mix of compliance and advisory work.
  • Work closely with experienced Senior Managers, Directors and Partners on complex client engagements.
  • Benefit from flexible hybrid working, excellent professional development and clear career progression opportunities.
Our client is a leading UK tax, accountancy and business advisory firm with a well-established Private Client practice. The specialist Trusts & Family Office team provides tailored tax compliance, estate planning and wealth structuring advice to high-net-worth individuals, families, trustees and executors.

The Role
  • Manage a portfolio of high-net-worth individuals, trusts, estates and family office clients.
  • Act as the primary point of contact for trustees, executors and other private clients.
  • Oversee the preparation and review of trust and estate accounts and tax returns.
  • Provide specialist advice on Capital Gains Tax, Inheritance Tax and residence and domicile matters.
  • Advise on trust and company structures, succession planning and wealth preservation.
  • Prepare complex tax advisory reports for Directors and Partners.
  • Identify tax planning opportunities and contribute to business development initiatives.
  • Work closely with senior colleagues and support the development of junior team members.
Your Experience
  • Strong experience in UK Private Client Tax, Trust Tax or Trusts & Estates.
  • Good technical knowledge of Inheritance Tax, Capital Gains Tax and trust taxation.
  • Experience managing trust and estate compliance engagements.
  • Understanding of residence, domicile and family wealth planning matters.
  • CTA, STEP, ACA or equivalent qualification desirable.
  • Experience managing client relationships and delivering high-quality advisory work.
  • Strong communication skills, commercial awareness and attention to detail.
The Rewards
  • Salary of £65,000–£78,000.
  • Flexible hybrid working arrangements and working hours.
  • 25 days annual leave plus bank holidays.
  • Private medical insurance and permanent health insurance.
  • Life assurance worth four times annual salary.
  • Competitive pension scheme.
  • Study support, technical training and extensive professional development opportunities.
  • Structured career progression and access to career coaching.
  • Employee discounts, referral bonuses and regular social events.
Ben McKinneyAssociate Recruitment Consultant
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