Private Client Tax Manager – Top 6 firm

Overview

As Private Client Trust Tax Manager, you oversee a portfolio of trusts, estates and related structures within a leading global accountancy firm. You act as a trusted advisor on trust tax and personal taxation matters, coordinating with Partners, Directors and senior staff to deliver compliant, tailored services. You’ll manage day-to-day delivery of trust tax compliance and accounts, including billing processes, for a diverse client base. This role offers exposure to global clients and opportunities to shape tax planning within a supportive Private Client team.

Responsibilities

• Act as primary client point of contact within the firm for Trust clients and senior staff
• Manage a portfolio of existing clients, including billing and cash collection within firm criteria
• Support Partners, Directors and Senior Managers on client matters and day-to-day trust tax delivery
• Oversee trust tax compliance and trust accounts work
• Proactively manage own workload and contribute to planning and delivery of services
• Build relationships with individuals and families to understand and align tax planning with their objectives

Key requirements

• Trust tax knowledge is essential
• Wider knowledge of personal taxation
• Ability to manage own workload and support senior staff
• Experience servicing clients and delivering tax compliance

• Excellent people skills
• Strong communication and relationship-building
• Proactive and collaborative attitude
• Trust tax compliance
• Trust accounts management
• Portfolio and client service delivery

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