Private Client Tax Manager (Trusts/Compliance)

Overview

In this role you lead a portfolio of private clients, trusts and estates, delivering high-quality tax compliance and advisory services. You will be the main point of contact, nurture long-term client relationships, and drive profitability and service expansion. You collaborate with tax and service-line specialists to provide integrated solutions while mentoring juniors and driving process improvements. This is a growth-focused opportunity within a supportive, collaborative firm.

Pay / Benefits

• Hybrid and flexible working
• Private medical cover
• Enhanced family-friendly policies
• Generous holiday allowance with buy/sell options
• Pension and life assurance
• Employee wellbeing support

Responsibilities

• Manage a portfolio of private clients, trusts and estates
• Oversee Self Assessment tax returns, MTD reporting and Final Declarations
• Act as primary client contact and build long-term relationships
• Manage portfolio profitability including WIP, billing and fee planning
• Identify opportunities for additional services and support business development
• Review work by junior team members and provide technical guidance
• Prepare and review advisory work (trust registrations, IHT, CGT, remuneration planning)
• Collaborate with specialists across tax and service lines to deliver integrated solutions
• Mentor and develop junior staff
• Drive process improvements and adoption of new technologies in the tax function

Key requirements

• Professional tax qualification (CTA, ATT, STEP, CA or equivalent)
• Strong knowledge of trust and estate tax compliance
• Experience with TRS, trust administration and Inheritance Tax returns
• Proven track record of managing client portfolios and relationships
• Excellent communication, organisational and research skills
• Experience reviewing work and supporting junior team members

• Communication
• Relationship building
• Leadership and mentoring
• Trust and estate tax compliance
• TRS requirements and trust administration
• Inheritance Tax returns

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