Trusts Tax Manager – Private Client Services

About the role

We are seeking an experienced Trusts & Estates Tax Manager to join a leading regional professional services firm in Liverpool. You will own a portfolio of trusts, estates and family wealth structures, delivering high‑quality compliance and advisory work for private clients.

Key responsibilities

• Prepare and review trust and estate tax returns, ensuring compliance with UK tax legislation.
• Provide advisory services on inheritance tax planning, trust restructuring and succession planning.
• Support estate administrations from a tax perspective.
• Develop junior team members and contribute to internal process improvements.
• Collaborate with partners on complex technical matters and high‑value client engagements.

Required profile

• CTA qualification or equivalent (ACA/ACCA) with strong private client experience.
• Demonstrable experience in trust and estate taxation.
• Ability to manage multiple client relationships effectively.
• Strong advisory and problem‑solving skills with a proactive, commercial approach.

Required skills

• Trust and estate tax compliance
• Inheritance tax planning
• Trust restructuring
• Succession planning

What we offer

• Competitive salary range £40,000‑£60,000 per year.
• Hybrid working and flexible hours.
• Opportunity to work closely with senior leadership on high‑value clients.
• Career progression within a growing firm and an inclusive team culture.