Tax & Trusts Manager

JMC Legal Recruitment; Royal Tunbridge Wells; Hybrid; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Tax & Trusts Manager to join their Tier 1 Private Client team in Royal Tunbridge Wells. This is an exciting opportunity for an experienced professional to provide strategic tax advice and manage complex trust structures for high-net-worth clients. In this role, you will collaborate with top-tier specialists, ensuring bespoke solutions for clients while enjoying a supportive and dynamic work environment. With a focus on career progression and a competitive salary, this position offers the perfect blend of professional growth and work-life balance. If you're ready to elevate your career, this role is for you!

Benefits

Career progression

Excellent work-life balance

Competitive salary

Dynamic working environment

Qualifications

• Experience as a Tax & Trusts Manager in a leading firm is essential.
• Strong technical knowledge in UK tax and trust matters is required.

Responsibilities

• Advise on trusts, estates, and personal tax matters.
• Manage client relationships and oversee compliance work.

Skills

UK personal tax

trust taxation

estate planning

analytical skills

client relationship management

Education

STEP qualification

Job description

Tax & Trusts Manager - Top 200 Firm | Tier 1 Private Client Team | Tunbridge Wells

Are you an experienced Tax & Trusts professional looking to take the next step in your career? Join a Top 200-ranked, leading firm with a Tier 1 Private Client practice, known for delivering exceptional service to high-net-worth individuals, families, and trustees.

As a Tax & Trusts Manager, you will play a key role in advising on complex trust structures, estate planning, and tax-efficient wealth preservation. You'll work alongside top-tier private client specialists in a collaborative and forward-thinking environment, managing a diverse and prestigious client base.

The Role:

• Advising on trusts, estates, IHT planning, and personal tax matters
• Managing client relationships and overseeing compliance and advisory work
• Supporting high-net-worth individuals, families, and business owners with bespoke tax solutions. Working closely with leading legal and financial professionals within the firm

Requirements:

• Experience in a similar role as a Tax & Trusts Manager, ideally within a leading firm
• Strong technical knowledge of UK personal tax, trust taxation, and estate planning
• STEP qualification (or working towards it) is highly desirable
• Ability to manage client relationships and provide proactive, strategic advice
• Strong analytical skills with the ability to handle complex tax matters

What's on Offer?

• A market-leading private client team with a stellar reputation
• Career progression in a dynamic and supportive environment
• Hybrid working and excellent work-life balance
• Competitive salary and benefits package

If you're a motivated Tax & Trusts specialist looking for an opportunity to work with a top-tier firm in Tunbridge Wells, Kent we'd love to hear from you.

Apply now or contact us for a confidential discussion!