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Private Client Tax Manager – Trusts & Family Office

Pro-Tax Recruitment · London

Hybrid Mid 70,000 - 80,000 GBP/year 🇬🇧 English

Job description

About the role

Join a leading Top 10 accountancy and advisory firm as a Private Client Tax Manager within its dedicated Trust & Family Office team. You will manage a portfolio of high‑net‑worth clients, trusts and family offices, working closely with senior directors and partners on complex tax planning and compliance matters.

Key responsibilities

  • Manage a diverse portfolio of private clients, trusts and family office relationships.
  • Provide tax compliance and advisory services to trustees, beneficiaries and high‑net‑worth individuals.
  • Support trust, estate and succession planning projects, including UK and international structures.
  • Oversee work‑in‑progress, billing and client service delivery.
  • Collaborate with senior stakeholders on complex technical issues.
  • Coach and mentor junior team members.

Required profile

  • CTA and/or ACA qualified.
  • Operating at Manager level within Private Client Tax.
  • Proven experience advising trusts and private clients.
  • Ability to manage client relationships independently.
  • Ambition to develop deeper trust and family office expertise.

Required skills

  • UK tax compliance.
  • International trust structuring.
  • Estate and succession planning.

What we offer

  • Hybrid working with flexible arrangements.
  • Exposure to both UK and international trust work.
  • Clear progression path to Senior Manager.
  • Collaborative, supportive and non‑political culture.
  • Competitive salary and benefits package.

Questions fréquentes

Le salaire proposé pour ce poste est de 70-80k GBP par an. Le détail figure dans l'annonce.
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Published 2 months ago

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Pro-Tax Recruitment

London