Private Client Estates Manager - Fully Remote or Office-Based

Pro-Tax; Dudley; Remote; GBP 45,000 - 65,000; Full time

Job summary

A leading professional services and law firm is seeking a Private Client Estates Manager to take ownership of a varied caseload with tax and trust elements. This role offers flexibility to work remotely or from the office, and provides an opportunity for growth in an encouraging culture that values autonomy.

Benefits

Flexible working arrangements

Opportunity for long-term progression

Qualifications

• Experience in estate administration and/or private client tax is strong.
• Knowledge of trusts and inheritance tax is essential.
• Desirable to have or be working towards ATT or CTA qualification.

Responsibilities

• Managing estate administration matters from start to finish.
• Preparing and submitting IHT returns including relevant allowances.
• Drafting estate accounts and liaising with tax professionals.

Skills

Estate administration

Communication

Organizational skills

Self-management

Education

ATT or CTA qualification

Job description

Private Client Estates Manager - Fully Remote or Office-Based | UK-Wide Considered

Are you an experienced tax professional with a background in estate administration—and ideally some exposure to trusts? Whether you're ATT or CTA qualified (or working towards it), this opportunity offers scope to deepen your expertise and work flexibly, from anywhere in the UK.

A leading professional services and law firm is seeking a Private Client Estates Manager to join its well-regarded Estates team. You'll take ownership of a varied caseload involving taxable and non-taxable estates, often with high-value and trust-based structures such as discretionary wills, NRB wills, or life interest trusts.

What makes this role stand out?

• Open to applicants across all UK regions - remote, hybrid, or office-based options available
• A people-first culture that values flexibility, autonomy, and long-term progression
• Opportunity to handle sophisticated estate matters with tax and trust elements
• Exposure to wider private client and advisory work

Key responsibilities:

• Managing estate administration matters from start to finish
• Preparing and submitting IHT returns, including use of relevant allowances (e.g., NRB, TNRB)
• Experience or awareness of business relief and agricultural relief welcomed
• Drafting estate accounts and liaising with tax professionals and advisers
• Supporting more junior colleagues and collaborating with senior team members
• Familiarity with Probate Registry systems and HMRC processes

What we're looking for:

• Strong experience in estate administration and/or private client tax
• ATT or CTA qualification (or working towards it) is desirable but not essential
• Knowledge of trusts, inheritance tax, and relevant allowances
• Strong communication, organisational, and self-management skills
• Ability to manage a varied caseload with accuracy and initiative

Why this firm?

This is a firm with a clear commitment to people, flexibility, and professional excellence. The culture encourages autonomy, values diverse experience, and supports flexible working arrangements that empower you to do your best work—wherever you're based.

If you're looking for a meaningful estates-focused role with room to grow—without being tied to one location—we'd love to hear from you.

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.