Trust Tax Manager

Trust Manager - Private Client Tax, Trusts & Estates

£75,000 + excellent benefits
Hybrid working (London)

Are you an experienced Trust Manager ready to take ownership of a high-profile portfolio of trusts, estates, and HNW clients?
Join a leading Private Client Tax team where you'll play a key role in delivering expert trust and estate services, advising UHNW individuals, trustees, executors, and family offices on complex tax matters.

The Opportunity

As a pivotal member of the Private Client department, you'll oversee a sophisticated client base, ensuring seamless delivery of advisory and compliance services. You'll act as a trusted advisor - translating complex tax issues into clear, actionable advice - while mentoring junior colleagues and shaping the team's best practices.

This is a visible, client-facing role with real influence - perfect for someone who thrives in a collaborative, high-performing environment.

Key Responsibilities

• Manage and develop a diverse portfolio of trusts, estates, and HNW clients.

• Lead and deliver high-quality technical advisory work, including complex tax planning and compliance.

• Advise on capital gains tax, inheritance tax, and wider personal tax issues.

• Build strong relationships with trustees, executors, beneficiaries, and professional intermediaries.

• Support Partners and Directors in business development and new client engagement.

• Oversee and review UK tax returns and inheritance tax computations.

• Mentor and develop team members, providing guidance, feedback, and technical training.

• Contribute to improving internal processes and driving team efficiency.

About You

You're a trusted professional with deep expertise in trusts, estates, and private client tax matters, ideally with:

• CTA and/or STEP qualification (or equivalent professional experience).

• Proven experience preparing UK trust accounts and inheritance tax computations.

• Strong technical understanding of personal and trust tax legislation, including anti-avoidance rules.

• Confidence in liaising with HMRC and handling complex or contentious matters.

• Excellent report writing and communication skills - able to explain intricate issues clearly to non-specialists.

• A collaborative approach with a passion for developing both clients and colleagues.

Why Join

• Competitive £75,000 salary + excellent benefits.

• Flexible hybrid working with London office base.

• Work directly with respected Partners on high-profile, complex cases.

• Genuine scope for career progression and leadership development.

To apply , contact John Corfield at Pro Tax - [email protected]

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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.