Trust & Estates Tax Senior / Assistant Manager

The Trust; Lancashire; Hybrid; GBP 55,000 - 78,000; Full time

Benefits offered by this job

Hybrid working

Flexible hours

Bonus potential

Equity opportunities

Job summary

The Trust is a leading regional accountancy firm recruiting a Trust & Estates Tax Senior / Assistant Manager to manage a diverse client portfolio and deliver both compliance and advisory work. You will work closely with senior team members and play an active role in expanding the Trust & Estates service offering.

The role offers opportunities for progression, a supportive culture, hybrid working, and exposure to family-owned businesses and private clients within a growing practice.

Responsibilities

• Take responsibility for a portfolio of Trust & Estates clients, including the preparation and review of trust tax returns.
• Support clients across trust and estate tax matters, including IHT, CGT, income tax, trust planning and associated compliance requirements.
• Work with senior tax team members on complex advisory assignments and client relationships.
• Contribute to the growth of the Trust & Estates offering and progress into a more senior role.

Job description

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.

• 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.
  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.
• 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.