Trust and Tax Manager

Pro-Tax; Royal Leamington Spa; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A respected firm in Warwickshire is seeking a talented Manager to join their Trusts & Estates team. The role involves oversight of a high-value portfolio of HNW trust clients, compliance, and mentoring junior staff while benefiting from a supportive culture and flexible working arrangements.

Benefits

Hybrid working

Flexible hours

Opportunities to progress toward Senior Manager level

Qualifications

• Experience in Private Client advisory and trusts management.
• Ability to mentor and develop junior team members.
• Familiarity with compliance and advisory roles.

Responsibilities

• Supervise and mentor a team of junior trust advisers.
• Review complex trust accounts and tax returns.
• Act as key contact for clients and third parties.

Skills

Supervising junior advisers

Reviewing trust accounts

Client management

Job description

Looking for your next step in Private Client advisory?
A respected and forward-thinking firm in Warwickshire is looking to expand its well-regarded Trusts & Estates team. With a strong reputation in the Private Client space, they're ready to welcome a talented Manager to oversee a high-value portfolio of HNW trust clients.
In this role, you'll take ownership of both compliance and advisory work, while playing a key role in developing junior team members. You'll be trusted to manage a variety of responsibilities, including:

• 
  Supervising and mentoring a team of junior trust advisers, overseeing their WIP, utilisation, and growth
• 
  Reviewing complex trust accounts and tax returns
• 
  Managing the day-to-day administration of a range of trusts
• 
  Acting as the key contact for clients, solicitors, and other third parties
• 
  Supporting with ad hoc IHT and wider trust planning projects alongside senior leadership

The firm prides itself on its supportive, sociable culture and commitment to work/life balance. Expect hybrid working, flexible hours, and genuine opportunities to progress toward Senior Manager level.
Interested? Let's chat.
Reach out to Andy Chaplin at [e-mail] or call 07877 121163 for a confidential discussion.

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