Senior Private Client Trust Tax Manager

Maitland Kabir; England; On-site; GBP 70,000 - 90,000; Full time

Job summary

Maitland Kabir in Surrey is seeking an experienced Trust Senior Tax Manager to join its established private client team. You will advise high-net-worth individuals on UK and international tax matters, blending advisory work with compliance oversight and direct client engagement.

The role offers exposure to complex personal tax affairs, wealth structuring and succession planning while working with Partners and specialists to deliver high-quality client service.

Qualifications

• CTA qualification with minimum five years’ post-qualification experience.
• Experience advising a complex UK and international high-net-worth client base.
• Strong technical knowledge of private client tax, including inheritance tax, estate planning, wealth structuring and international tax issues.

Responsibilities

• Review tax returns prepared by consultants, providing technical input and ensuring accuracy and quality.
• Identify opportunities to restructure clients’ tax affairs and discuss planning options with the relevant Partner or client.
• Provide specialist tax advice across estate planning, inheritance tax, wealth structuring and international tax matters.
• Advise on complex UK and international personal tax affairs for high-net-worth individuals.
• Liaise with HMRC in relation to tax investigations and other relevant matters.
• Act as a key point of contact for clients alongside the Partner, maintaining strong and trusted relationships.
• Manage workflow effectively within a busy, deadline-driven environment.
• Provide technical guidance and support to colleagues to maintain high standards of delivery.
• Keep up to date with relevant tax developments and identify opportunities to improve clients’ tax positions.

Skills

CTA qualification

PQE 5+ years

UK & international tax

Private client tax

Client advisory

Communication skills

Organisation

Education

CTA qualification

Job description

Maitland Kabir in Surrey is seeking an experienced Trust Senior Tax Manager to join its established private client team. You will advise high-net-worth individuals on UK and international tax matters, blending advisory work with compliance oversight and direct client engagement.

The role offers exposure to complex personal tax affairs, wealth structuring and succession planning while working with Partners and specialists to deliver high-quality client service.