Trust Manager

Insite Group; London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A prestigious firm in London is seeking a Trust Tax Manager to join their Private Client team. This role involves managing a portfolio of trusts and estates, providing expert tax advice, and ensuring compliance. The ideal candidate will have strong technical knowledge in trust taxation and excellent communication skills, with opportunities for professional development and a competitive salary.

Benefits

Highly competitive salary

Excellent benefits

Clear progression path

Hybrid working

Supportive team culture

Qualifications

• Strong experience in trust and estate taxation.
• Client-focused with excellent communication skills.
• Highly organised and able to manage complex client needs.

Responsibilities

• Manage a portfolio of UK and non-UK trusts and estates.
• Provide expert advice on Inheritance Tax and Capital Gains Tax.
• Oversee preparation and submission of trust tax returns.

Skills

Trust Tax

Estate Tax

Private Tax

Tax Planning

Education

CTA qualified

STEP qualification

Tools

CCH

Digita

IRIS

Job description

2 days ago Be among the first 25 applicants

This range is provided by Insite Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Insite Group

Trust Tax Manager - London | Prestigious Firm

Location: London | Position: Trust Tax Manager | Type: Full-Time | Hybrid Working Available | Salary: Competitive + Excellent Benefits + Clear Progression Path

We are working with a highly respected and long-established accountancy and private wealth advisory firm in London that is looking to appoint a Trust Tax Manager to join their Private Client team. This is an excellent opportunity for a tax professional with strong technical knowledge and a passion for trust and estate taxation to work with an exceptional client base. You will be managing a portfolio of UK and offshore trusts, estates, and high-net-worth individuals, with a focus on delivering high-quality compliance and advisory services.

Key Responsibilities:

• Manage a portfolio of UK and non-UK trusts, estates, and high-net-worth individuals, ensuring timely and accurate tax return compliance.
• Provide expert advice on Inheritance Tax (IHT), Capital Gains Tax (CGT), Income Tax, and trust structuring.
• Liaise with trustees, beneficiaries, solicitors, and other stakeholders on technical and planning matters.
• Oversee the preparation and submission of trust tax returns, R185s, and IHT accounts. Identify tax planning opportunities and ensure clients are updated on legislative changes. Review junior team members' work, offer coaching and technical support, and help develop the wider team.
• Support partners with complex tax planning matters and bespoke advisory projects.

Ideal Candidate:

• CTA qualified (or equivalent), STEP qualification is highly advantageous.
• Strong experience in trust and estate taxation, ideally from a top-tier or boutique private client firm. Deep understanding of UK trust tax law and wider private client tax legislation.
• Client-focused with excellent interpersonal and written communication skills. Highly organised and able to manage deadlines, complex client needs, and workflow efficiently.
• Familiarity with trust accounting and tax software (e.g. CCH, Digita, IRIS).

What's on Offer:

• Highly competitive salary + excellent benefits.
• Hybrid working with a strong in-office presence in Central London.
• Exposure to a prestigious client base including UHNW families, landed estates, and long-standing trusts. A supportive and collaborative team culture.
• Continued professional development and clear path to senior leadership.

Ready to join a renowned firm with a legacy in private client services? Apply now or contact us for a confidential discussion.

Desired Skills and Experience

Trust Tax, estate tax, private tax. HWNI, SELF ASSESMENT, TAX RETURNS, TAX PLANNING, ESTATE PLANNING

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting

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