Private Client Tax Manager – Trusts & Family Office

Reference: 10563

• 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.

• 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.

• 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.

• 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.