Tax Manager - Private Client (Trusts)

A leading tax and advisory firm is seeking a Manager to join its Trust and Family Office team. You’ll manage relationships with high-net-worth clients and advise on a range of trust, estate and tax matters.

Responsibilities

• Act as the main point of contact for clients, including trustees and executors.

• Review annual trust and estate accounts and tax returns.

• Draft complex tax advisory reports for senior colleagues.

• Advise on capital gains tax, inheritance tax, residence, domicile and trust and company structures.

• Identify planning opportunities and support business development and networking activities.

About you

• Experience advising private clients on trusts, estates and tax matters.

• Strong client relationship and communication skills.

• A practical approach to identifying planning opportunities.

• The ability to manage compliance work and contribute to complex advisory projects.

What’s on offer

• Study support, career coaching and development opportunities.

• Hybrid and flexible working.

• 25 days’ annual leave plus bank holidays.

• Pension, private medical insurance, permanent health insurance and life assurance.

• A supportive team and varied client portfolio.