Trust and Tax (Manager / Senior Manager)

An established private wealth and trust business is seeking an experienced Trust & Tax Manager or Senior Manager to join its growing London-based team.

Working with ultra-high-net-worth families, multi-generational wealth structures, landed estates and complex trust arrangements, this role offers exposure to a high-quality client base and a broad range of technical trust and succession planning matters. The position sits within a collaborative and well-respected team that prides itself on long-term client relationships, technical excellence and a relationship-driven approach.

This is an excellent opportunity for someone looking to move beyond a compliance-focused environment and take on a more advisory, client-facing position with genuine responsibility and autonomy.

The Role
The successful individual will act as a key technical specialist within the trust team, managing complex trust structures, providing planning advice and overseeing the delivery of trust accounting and tax work.

Key responsibilities include:

• Managing a portfolio of UK trusts and private clients.
• Reviewing trust accounts and trust tax compliance prepared by specialist support teams.
• Advising on inheritance tax planning and compliance matters.
• Supporting trust restructures, distributions, terminations and succession planning projects.
• Working closely with solicitors, accountants, investment professionals and other advisers.
• Identifying and resolving complex trust and tax issues independently.
• Building and maintaining strong relationships with clients, families and external stakeholders.
• Supporting the ongoing development and growth of client relationships across generations.

Candidate Profile
We are interested in speaking with individuals from trust and private client tax backgrounds, particularly those with experience within specialist trust departments, private client teams or fiduciary businesses.

The ideal candidate will have:

• Strong UK trust taxation expertise.
• A solid understanding of trust administration and inheritance tax matters.
• Experience reviewing trust accounts.
• The ability to operate with minimal supervision.
• Strong technical problem-solving skills.
• Excellent relationship management and communication abilities.
• A collaborative and commercially minded approach.

Qualifications
Preferred:

• CTA qualified

Other relevant qualifications may include:

• ATT
• ACA
• ACCA

What’s on Offer

• Exposure to complex and interesting trust, estate and succession planning work.
• The opportunity to work closely with wealthy families and their advisers.
• A highly collaborative and supportive team environment.
• Strong career development prospects within a growing business.
• Hybrid working arrangements.
• Competitive salary and bonus package.