Trusts Tax Manager
Posted 1 week ago by Hays
Negotiable
Undetermined
Hybrid
London, England, United Kingdom
Summary: The Trusts Tax Manager role at a leading Top 40 accountancy firm in London involves managing a portfolio of clients and providing expert advice on trusts and estate management. The position requires preparing and reviewing tax returns, identifying business development opportunities, and collaborating with internal teams and external partners. Ideal candidates will have strong experience in trust and estate clients and relevant qualifications. This role offers a competitive salary and a supportive work environment with hybrid working options.
Key Responsibilities:
- Manage a portfolio of clients
- Review and prioritise trust and estate compliance and advisory work
- Identify business development opportunities across trust, estate, CGT and IHT advisory services
- Work collaboratively with internal legal, personal tax and advisory teams
- Maintain strong relationships with external solicitors and professional partners
- Deliver tailored estate and tax planning solutions
- Build and develop your own client network
Key Skills:
- Strong experience working with trust and estate clients
- Solid technical knowledge across trusts, IHT, CGT, APR and BPR
- Previous experience managing and developing a team
- STEP qualification or CTA qualification (or working towards)
Salary (Rate): undetermined
City: London
Country: United Kingdom
Working Arrangements: hybrid
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
I am currently representing a highly reputable Top 40 accountancy firm with one of the UK's most respected Trusts and Estates teams, based in London. They are looking to recruit an experienced trust and Estates Manager to join their growing department. This position is ideal for a driven individual looking to deepen their expertise in trusts and estate management. Within the role, you will be preparing and reviewing annual trust and estate tax returns, working on APR, BPR and IHT planning, and providing high level technical advice to a portfolio of UHNWIs, HNWIs, private charities, and other clients.
Within this role, you will:
- Manage a portfolio of clients
- Review and prioritise trust and estate compliance and advisory work
- Identify business development opportunities across trust, estate, CGT and IHT advisory services
- Work collaboratively with internal legal, personal tax and advisory teams
- Maintain strong relationships with external solicitors and professional partners
- Deliver tailored estate and tax planning solutions
- Build and develop your own client network
Candidate profile:
- Strong experience working with trust and estate clients
- Solid technical knowledge across trusts, IHT, CGT, APR and BPR
- Previous experience managing and developing a team
- STEP qualification or CTA qualification (or working towards)
Benefits:
- Competitive salary and pension contribution
- Hybrid working
- Clear progression with no blockers
- Private medical healthcare
- Monthly recognition awards
- Inclusive, supportive culture with a family-friendly feel
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