Tax & Trust Manager

Overview

In this role you will lead day-to-day trust administration for high-net-worth clients, estates, and family businesses within a leading Private Client team. You will prepare trust accounts, tax returns, andInheritance Tax returns, ensuring accurate reporting and compliance. The position offers early responsibility, a supportive culture, and the opportunity to shape client service in a forward-thinking firm. You will collaborate with trustees, beneficiaries, and advisors to deliver high-quality private client solutions.

Pay / Benefits

• competitive salary and bonus scheme
• 28 days holiday plus bank holidays
• pension scheme and life assurance
• hybrid working
• private healthcare
• EV scheme, cycle-to-work, gym contribution, wellbeing perks

Responsibilities

• Manage day-to-day trust administration and liaise with trustees, beneficiaries, and advisors
• Prepare annual trust accounts, tax returns, R185s, and inheritance tax returns
• Handle estate accounts and estate income tax reporting
• Manage TRS registrations and CGT returns on property sales

Key requirements

• Experience in trusts/tax, ideally within a law firm, accountancy practice, or trust company
• Knowledge of estates holding property, family company shares, or quoted investments is advantageous
• Strong organisational skills, attention to detail, and excellent client care

• client care
• attention to detail
• organisational skills
• trusts/tax knowledge
• estate administration
• CGT and TRS handling

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