Trust Manager – Private Client Tax (Trusts & Estates)

About the role

We are seeking an experienced Trust Manager to join our growing Private Client Tax team in London. The role involves managing a diverse portfolio of trusts and estates for high‑net‑worth individuals and providing expert tax advice.

Key responsibilities

• Manage a portfolio of private clients with a strong focus on trusts and estates.
• Provide expert advice on trust, estate, capital gains tax and inheritance tax matters.
• Lead complex tax advisory projects and produce high‑quality technical reports.
• Act as the primary point of contact for clients, trustees, executors and professional advisers.
• Oversee UK tax compliance, including preparation and review of trust, estate and personal tax returns.
• Support partners and directors in client relationship management and new business development.
• Handle ad‑hoc advisory and compliance assignments across the private client tax spectrum.
• Monitor workflow, manage deadlines and ensure high standards of client service.
• Mentor and develop junior team members through coaching and technical training.
• Identify and implement improvements to internal processes and team efficiencies.

Required profile

• Experienced private client tax professional with strong technical expertise in trusts and estates.
• CTA and/or STEP qualified (or equivalent professional qualification with relevant experience).
• Extensive experience in UK trust accounting and inheritance tax account preparation.
• In‑depth knowledge of private client taxation, including anti‑avoidance legislation.
• Proven track record advising on trusts, estates, inheritance tax, capital gains tax and personal tax matters.
• Confident dealing directly with HMRC on complex technical issues.
• Strong report‑writing and technical advisory skills.

Required skills

• CTA qualification
• STEP qualification
• UK trust accounting
• Inheritance tax accounting
• Capital gains tax expertise
• Personal tax knowledge
• Self‑assessment tax return preparation
• HMRC liaison experience

What we offer

• Salary of £75,000 per year
• Excellent benefits package
• Hybrid working model (London office and remote flexibility)
• Opportunity to work with a diverse portfolio of high‑net‑worth clients
• Professional development and mentorship opportunities