Private Client, Trusts & Estates Tax Manager

Pro-Tax; London; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A prestigious legal practice in West London seeks a Private Client Trusts & Estates Tax Specialist to join their dynamic team. This role involves preparing tax returns and managing trust administration, offering opportunities for professional development and hybrid working. Ideal candidates will have experience in accountancy or tax and a strong understanding of trusts and estates.

Benefits

Hybrid working (up to 40% remote)

Competitive salary

Generous benefits package

Support for professional development

Qualifications

• At least three years of practical experience in accountancy or tax.
• Solid understanding of trusts and estates.
• Ability to work collaboratively and deliver high-quality work.

Responsibilities

• Preparing estate accounts, trust accounts, and tax returns.
• Managing trust administration tasks and updating the Trust Registration Service.
• Participating in advisory projects and identifying planning opportunities.

Skills

Attention to detail

Strong IT skills

Multitasking

Education

STEP qualification

ATT qualification

CTA qualification

Tools

CCH Personal Tax

CCH Trust Accounts

Job description

Trusts & Estates Tax Senior, Assistant Manager, or Manager

Location: West London (with hybrid working)

Hours: 9:30 AM - 5:30 PM

Are you an experienced accountant or private client tax professional looking to dive into the intricate world of trusts and estates? If so, we have just the opportunity for you!

Our client, a prestigious full-service Top 100 legal practice with an outstanding reputation for private client services, is seeking a Private Client Trusts & Estates Tax Specialist to join their dynamic and growing Private Client team. This role focuses on tax and accounting compliance support for trusts and estates, working closely with a team of experts committed to delivering exceptional results.

What You'll Be Doing

Your responsibilities will include preparing estate accounts, trust accounts, trust & estate tax returns, IHT returns, CGT returns, and more. You will manage trust administration tasks, update the Trust Registration Service, and support the firm's trust company as a professional executor and trustee.

You will work in a team that values work-life balance, collaboration, and technical expertise. There is also scope to participate in advisory projects and identify planning opportunities to ensure optimal outcomes for clients and to maintain the team's top-tier reputation.

Who They Are Looking For

The ideal candidate will have at least three years of practical experience in accountancy or tax, with a solid understanding of trusts and estates. Qualifications such as STEP, ATT, or CTA are highly desirable, but candidates eager to attain these qualifications will be supported.

Essential skills include excellent attention to detail, strong IT skills (especially Excel), and the ability to multitask while remaining calm under pressure. Experience with CCH Personal Tax or CCH Trust Accounts software is advantageous but not mandatory.

This role is suitable for someone who thrives in a collaborative environment, values work-life balance, and takes pride in delivering high-quality work.

Why This Role Stands Out

This position offers the opportunity to work with one of the most respected Private Client teams in the UK, known for handling complex matters, including cross-border work and dual-qualified legal services.

Benefits include hybrid working (up to 40% remote), a competitive salary, a generous benefits package, and strong support for professional development to help you grow your career.

About Our Client

With nearly 70 professionals across three London offices, our client's Private Client department is renowned for its technical expertise and innovative approach. The firm emphasizes collaboration and client service, acting as trusted advisors to legal professionals and clients alike.

Ready to Take the Next Step?

If you're ready to bring your skills to a role that challenges, excites, and supports you, we would love to hear from you. Please send your CV to [e-mail] or call 07939121917.

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As an employer, we are committed to promoting diversity and inclusion. We welcome applicants from all backgrounds and encourage you to let us know if there are accommodations or steps we can take to support your application process.