Trust & Estates Tax Senior / Assistant Manager

PRO TAX; Blackburn; Hybrid; GBP 38,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

Bonus potential

Equity opportunities

Job summary

PRO TAX is seeking a Trust & Estates Tax Senior / Assistant Manager for its established regional firm in Blackburn/Bolton. The role handles a sizeable portfolio of trust matters, including approximately 150 trust tax returns, with a blend of compliance and advisory work.

You will work with senior staff on more complex advisory assignments, grow your technical knowledge, and progress into more senior responsibilities as the firm expands.

Qualifications

• Experience handling trust tax matters and returns.
• Ability to support advisory work on IHT, CGT, income tax and trust planning.
• Experience building and maintaining client relationships in a tax advisory environment.

Responsibilities

• Take ownership of a portfolio of Trust & Estates clients and review/prepare ~150 trust tax returns.
• Support clients on IHT, CGT, income tax and related compliance.
• Work with senior team on complex advisory work and client relationships.

Skills

Trust & Estates

Tax compliance

Advisory

Client relationships

Job description

Trust & Estates Tax Senior / Assistant Manager
Established Regional Firm
£38,000 - £45,000

BlackBurn / Bolton
A leading and well-respected regional accountancy firm is looking to appoint a Trust & Estates Tax Senior / Assistant Manager to join its growing specialist tax team.
With a portfolio of approximately 150 trust returns, this is an excellent opportunity for someone looking to develop their expertise across trusts, estates and private client taxation.
The role offers a strong blend of compliance and advisory work, alongside genuine opportunities for progression within an ambitious and expanding firm.

About the Role

• Take responsibility for a portfolio of Trust & Estates clients, including the preparation and review of approximately 150 trust tax returns, ensuring work is delivered accurately and efficiently.
• Support clients across a range of trust and estate tax matters, including IHT, CGT, income tax, trust planning and associated compliance requirements.
• Work closely with senior members of the tax team on more complex advisory assignments, developing your technical knowledge and taking increasing responsibility for client relationships.
• Play an active role in the continued growth of the Trust & Estates offering, with the opportunity to broaden your advisory experience and progress into a more senior position.

About the Firm

• A leading and well-respected regional accountancy firm with deep roots in East Lancashire and a strong, established client base across the region.
• The firm has undergone significant growth and modernisation in recent years, including acquisitions and private equity investment, while retaining its strong regional identity.
• The business has a diverse client base, with a particular focus on family-owned businesses, entrepreneurs, OMBs and privately owned companies, providing excellent exposure to a broad range of tax matters.
• The tax team is continuing to expand, with significant investment in specialist expertise and a culture that is collegiate, ambitious and forward-thinking.

Why Should You Be Interested?

• Significant Trust & Estates exposure: Work with a substantial portfolio of around 150 trust returns while developing your knowledge across a broad range of private client tax matters.
• Career progression: Join a growing team where roles can be shaped around the right individual, with clear opportunities to take on greater responsibility and progress.
• Advisory development: Gain exposure beyond compliance and work alongside experienced tax professionals on trusts, estates, reorganisations and wider advisory projects.
• Attractive package and culture: Competitive salary, bonus potential, hybrid working, flexible hours and potential longer-term equity opportunities for senior and high-performing individuals.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.