Trust Private Client Manager

Maitland Kabir; Greater London; On-site; GBP 63,000 - 77,000; Full time

Job summary

Maitland Kabir seeks an experienced trust tax professional to join its Private Client team in London. You will review trust and estate accounts and tax returns, advising on inheritance tax and related matters, while supporting client reporting obligations.

You will collaborate with senior colleagues to deliver high-quality advice, develop technical expertise, and build professional relationships within a private client practice.

Qualifications

• CTA qualification and STEP qualification advantageous.
• In-depth knowledge of UK tax legislation relating to trusts and estates.
• Experience in a similar trust taxation or private client tax role.

Responsibilities

• Review trust and estate accounts and tax returns, ensuring accuracy and technical quality.
• Review inheritance tax calculations for ten-year anniversary charges and exit charges.
• Correspond with trustees, personal representatives and beneficiaries regarding distributions.
• Maintain client records and HMRC Trust Registration obligations.
• Provide practical guidance on trusts and estate reporting and tax matters.

Skills

CTA/STEP qualifications

Trust taxation knowledge

Private client tax

Education

CTA/STEP qualifications

Tools

CCH trust accounts

Digita

Job description

Trust Manager within Private Client team

London | Up to £70,000 per annum + excellent benefits | Permanent

An opportunity has arisen for an experienced trust tax professional to join an established private client practice, advising high-net-worth individuals, families, trustees and personal representatives on complex trust and estate matters.

This role offers the opportunity to combine technical expertise in UK trust taxation with client relationship management and advisory work. You will take responsibility for reviewing trust and estate accounts and tax returns, supporting clients with their reporting obligations and providing practical guidance on inheritance tax and wider trust-related matters.

Working closely with senior colleagues and a wider private client team, you will contribute to the delivery of high-quality advice while developing your technical expertise and professional relationships.

THE ROLE

• Review trust and estate accounts and tax returns prepared by junior team members, ensuring accuracy and technical quality.

• Review inheritance tax calculations relating to ten-year anniversary charges and exit charges.

• Correspond with trustees, personal representatives and beneficiaries regarding distributions and amounts requiring disclosure on tax returns.

• Ensure client records and reporting obligations relating to HMRC's Trust Registration Service are appropriately maintained.

• Respond to queries from trustees and personal representatives across your client portfolio, providing clear and practical guidance.

• Liaise with investment managers, HMRC and other relevant parties to support effective client service.

• Assist Partners and Directors with the preparation of technical advisory reports for clients.

• Provide strategic tax planning advice to trustees, personal representatives and beneficiaries.

• Support the wider private client team with technical matters and collaborative client work.

• Participate in networking activities and contribute to the preparation of technical articles and other professional content.

YOUR BACKGROUND

• CTA qualified andSTEP qualification would be advantageous.

• In-depth knowledge of UK tax legislation relating to trusts and estates.

• Previous experience in a similar trust taxation or private client tax role.

• Strong analytical skills and excellent attention to detail.

• Excellent written and verbal communication skills, with the ability to explain technical matters clearly and concisely.

• Strong organisational skills and the ability to work independently while contributing effectively to a team.

• A discreet, diplomatic and approachable manner when dealing with sensitive client matters.

• Experience using CCH trust accounts and Digita would be beneficial.

THE OPPORTUNITY

This is an opportunity for a technically capable trust tax professional to take ownership of client work while contributing to the delivery of specialist private client advice.

You will gain exposure to a varied range of trust and estate matters, develop relationships with professional stakeholders and work alongside experienced colleagues in a collaborative environment. The role would suit someone who enjoys combining detailed technical work with client interaction and is committed to continued professional development.

For a confidential initial discussion about the opportunity, your technical interests and your longer-term career ambitions, contact Maitland Kabir on 0208 064 3129, or email [e-mail] or [e-mail].