Tax Manager - Private Client (Trusts)

An independent professional services firm is seeking a trusts and estates tax specialist to manage a portfolio of UK and international clients. You’ll advise trustees, beneficiaries and personal representatives while supporting and developing junior colleagues.

Responsibilities

• Manage and grow a portfolio of trust and estate administration clients.

• Review trust and estate accounts, tax returns, and inheritance tax anniversary and exit charges.

• Advise on trust distributions and support clients with HMRC Trust Register requirements.

• Liaise with trustees, beneficiaries, personal representatives, investment managers and HMRC.

• Support partners and directors with advisory reports and strategic tax planning.

• Help train junior team members and contribute to networking and business development.

About you

• CTA qualified; STEP is desirable.

• Experience in a similar role and strong knowledge of UK trust and estate tax.

• Experience using CCH trust accounts and Digita.

• Strong analytical, communication and relationship management skills.

• A proactive, discreet approach and attention to detail.

What’s on offer

• Exposure to varied UK and international clients.

• The opportunity to work closely with experienced partners and directors.

• Ongoing learning and career development.

• Flexitime and flexible working opportunities.