Tax Assistant Manager Trusts

Grant Thornton UK; Birmingham; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Tax Assistant Manager for their National Trusts Tax team. This role offers the chance to manage a diverse portfolio of trust clients while receiving support from an exceptional management team. You will play a key role in developing junior team members and delivering high-quality tax advice. The firm values flexibility and work-life balance, promoting an inclusive culture where your contributions matter. Join us to make a meaningful impact while advancing your career in a supportive environment.

Qualifications

• Working knowledge of Trusts Tax and experience managing a client portfolio.
• Confidence in managing clients and delivering high-quality tax advice.

Responsibilities

• Manage a diverse portfolio of trust clients and propose service improvements.
• Support junior team members and participate in client meetings.

Skills

Trusts Tax Knowledge

Client Portfolio Management

Tax-Efficient Trust Payments

IHT Planning

Education

Professional Qualification (ATT)

Job description

Join to apply for the Tax Assistant Manager Trusts role at Grant Thornton UK

Job Description

Every day, our teams help people in businesses and communities to do what is right and achieve their goals. Working as part of our National Trusts Tax team, you’ll have the opportunity to manage a large and varied portfolio of clients with support from an exceptional network of senior leadership and junior colleagues. We develop our internal talent and offer significant client exposure and responsibility.

We’re open to flexible working arrangements, including reduced hours and job shares, to support work-life balance.

Your Role

• Manage a diverse portfolio of trust clients with support from an outstanding management team, working effectively and proposing service improvements.
• Support and develop junior team members, understanding their career aspirations.
• Participate in client meetings, confidently addressing queries.
• Assist senior management in delivering high-quality tax advice within deadlines.
• Collaborate with wider Tax teams and the broader GT network, expanding your internal network.

Candidate Profile

Must have a working knowledge of Trusts Tax and experience managing a client portfolio. A professional qualification (ATT) with post-qualification experience is required, along with confidence in managing clients.

Preferred skills include:

• Trust and private client advisory experience, including tax-efficient trust payments and IHT planning.
• Knowledge of onshore and offshore trusts.
• Experience with varied trust client portfolios.

Our Culture and Values

At Grant Thornton, we value diversity, inclusion, and the contributions of all colleagues. We foster an open, accessible culture where you can bring your whole self to work and pursue your passions. We also believe in giving back to society through initiatives like secondments, charity fundraising, and supporting entrepreneurs worldwide.

Why Join Us

We promote flexible working to help balance your professional and personal life. The impact you make here extends beyond your daily tasks, contributing to societal good and your personal growth. Our firm’s values—purposefully driven, curious, and candid but kind—guide us in everything we do.

Additional Details

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Accounting/Auditing and Finance
• Industry: Accounting