Trust and Tax Manager

A unique opportunity to deliver high‑quality trust administration, estate administration and UK tax compliance within a small Private Client team. This is a hands‑on role with day‑to‑day oversight of one direct report, serving long‑standing private high‑net‑worth families.

If you have experience in trust and tax and are looking to take the next step in your career with a highly regarded firm, this opportunity is worth exploring.

Key responsibilities

• Prepare and review Personal and Trust tax returns, including Trust and Estate Self-Assessment, ensuring accurate completion and timely submission.
• Gather information and complete Inheritance Tax accounts, including IHT400 and schedules, liaising with HMRC as required.
• Maintain trust accounts and undertake routine trust administration, liaising with beneficiaries, trustees, brokers, accountants and financial advisers.
• Administer estates, including returns for the administration period and preparation of estate cash accounts.
• Register and maintain entries on the Trust Registration Service and manage ongoing update obligations.
• Draft core trust documents such as trustee resolutions, minutes and deeds of appointment for legal review.
• Support administration under Powers of Attorney or Court of Protection deputyships, applying best practice and maintaining clear records.
• Lead workflow, supervision and development for one Tax and Trust Administrator, providing clear allocation, coaching and quality control.

Person requirements

• Strong, hands‑on background in UK trust administration and estate administration.
• Confident with trust and estate tax compliance, IHT forms, trust accounting, TRS processes and liaison with professional counterparts.