Trust Tax Manager

Pro-Tax; City Of London; Hybrid; GBP 63,000 - 75,000; Full time

Job summary

A leading Private Client Tax firm in London seeks an experienced Trust Manager to manage a portfolio of trusts and estates. You will play a key role in delivering expert tax services and advising high-net-worth clients on complex tax matters. The position offers a competitive salary of £75,000 with excellent benefits and flexible hybrid working arrangements.

Benefits

Excellent benefits

Flexible working

Career progression opportunities

Qualifications

• Proven experience preparing UK trust accounts and inheritance tax computations.
• Strong technical understanding of personal and trust tax legislation.
• Excellent report writing and communication skills.

Responsibilities

• Manage and develop a diverse portfolio of trusts and estates.
• Lead high-quality technical advisory work.
• Advise on capital gains tax and inheritance tax.

Skills

UK trust accounts preparation

Inheritance tax legislation

Client relationship management

Tax planning

Communication skills

Education

CTA and/or STEP qualification

Job description

Trust Manager - Private Client Tax, Trusts & Estates

£75,000 + excellent benefits
Hybrid working (London)

Are you an experienced Trust Manager ready to take ownership of a high‑profile portfolio of trusts, estates, and HNW clients? Join a leading Private Client Tax team where you’ll play a key role in delivering expert trust and estate services, advising UHNW individuals, trustees, executors, and family offices on complex tax matters.

Key Responsibilities

• Manage and develop a diverse portfolio of trusts, estates, and HNW clients.
• Lead and deliver high‑quality technical advisory work, including complex tax planning and compliance.
• Advise on capital gains tax, inheritance tax, and wider personal tax issues.
• Build strong relationships with trustees, executors, beneficiaries, and professional intermediaries.
• Support Partners and Directors in business development and new client engagement.
• Oversee and review UK tax returns and inheritance tax computations.
• Mentor and develop team members, providing guidance, feedback, and technical training.
• Contribute to improving internal processes and driving team efficiency.

About You

• CTA and/or STEP qualification (or equivalent professional experience).
• Proven experience preparing UK trust accounts and inheritance tax computations.
• Strong technical understanding of personal and trust tax legislation, including anti‑avoidance rules.
• Confidence in liaising with HMRC and handling complex or contentious matters.
• Excellent report writing and communication skills – able to explain intricate issues clearly to non‑specialists.
• A collaborative approach with a passion for developing both clients and colleagues.

Why Join

• Competitive £75,000 salary + excellent benefits.
• Flexible hybrid working with London office base.
• Work directly with respected Partners on high‑profile, complex cases.
• Genuine scope for career progression and leadership development.

To apply

To apply, contact John Corfield at Pro Tax – [e-mail]