Trust Tax Manager / Senior Trust Tax Consultant – Private Family Office

About the role

We are seeking an experienced Trust Tax Manager or Senior Trust Tax Consultant to join a respected private family office in London’s West End. The role involves delivering high‑quality tax advice and administration for a diverse portfolio of family and charitable trusts and estates, working closely with trustees, beneficiaries and external advisers.

Key responsibilities

• Administer and ensure tax compliance for a portfolio of trusts and estates.
• Prepare trust accounts and complete all relevant tax returns.
• Calculate inheritance tax, capital gains tax and trust income tax liabilities.
• Manage trust distributions, beneficiary payments and R185s.
• Reconcile trust bank accounts and produce cash‑flow reports.
• Liaise with HMRC, investment managers and external advisers.
• Stay up‑to‑date with current trust and tax legislation to ensure compliance.

Required profile

• STEP qualification.
• Proven experience managing UK trusts and estates.
• Strong knowledge of trust taxation, accounting and compliance.
• Experience preparing trust accounts and tax returns.
• Excellent communication and organisational abilities.

Required skills

• CCH Trust Accounts.
• CCH Central.
• Accounts Production.

What we offer

• £68,000 per annum.
• Hybrid working (3 days office, 2 days home).
• 25 days annual leave.
• Private medical insurance.
• Non‑contributory pension scheme.
• Life assurance and group income protection.