Private Client Trusts Director/Senior Manager

Overview

In this role you will lead the Trusts team within the Private Client Group across London and the South, shaping advice for UK and international trusts and high net worth clients. You’ll drive complex tax matters, oversee trust accounts, and strengthen relationships with intermediaries and HMRC. You’ll also mentor and develop the team while collaborating across offices to deliver exceptional client service and value. This leadership role combines technical depth with strategic leadership in a top-tier private client practice.

Pay / Benefits

• 35 hour working week
• hybrid working policy
• contributory pension scheme
• 25 days annual leave
• Life Assurance cover
• flexible benefits and family friendly policies

Responsibilities

• Oversee a varied portfolio of UK and international trusts, estates, and high net worth clients, ensuring timely and accurate deliverables
• Lead on complex tax advisory for trustees, beneficiaries, and family offices, including structuring and operational tax matters
• Provide ad hoc technical support to colleagues on trust projects
• Oversee preparation of trust accounts and conduct technical reviews for complex cases
• Maintain and enhance relationships with intermediaries and professional bodies, taking a technical lead with external bodies (including HMRC) and representing the firm at events
• Mentor junior team members, review their work, and contribute to internal training on trust taxation and private client updates

Key requirements

• Experienced, enthusiastic, and technically capable with excellent interpersonal and organizational skills
• Ability to manage deadlines and multiple projects with a high level of teamwork
• Self-motivated, positive, and capable of delivering results
• Confident and professional with credibility across levels and commercially minded
• ACA/ACCA qualified with significant tax experience; dual qualification (CTA/TEP) advantageous
• Broad financial and tax advisory experience including personal tax work
• Experience managing a demanding portfolio with diverse clients and multiple stakeholders

• interpersonal skills
• organizational skills
• teamwork
• trust taxation
• trust accounts and tax compliance
• complex tax advisory

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