Trust Tax Manager

Pro Talent; Thame; Hybrid; GBP 55,000 - 75,000; Full time

Job summary

A reputable accountancy firm in Thame is seeking a Trust Tax Manager to join their growing tax team. You will prepare tax returns and accounts for UK trusts and estates while engaging with high-value clients. The ideal candidate is ACA or ACCA qualified with at least three years of UK trust tax experience, particularly within private client and estate planning work. This full-time role offers a hybrid working model, flexible hours, and numerous employee benefits conducive to both professional and personal growth.

Benefits

Flexible working hours

25 days annual leave plus wellbeing day

Health and wellbeing support

Pension salary sacrifice scheme

Discounts with retailers

Qualifications

• Qualified professional with at least three years of post-qualified UK experience.
• Experience preparing tax returns and accounts for trusts.
• Familiarity with the agricultural or landed estates sector is highly desirable.

Responsibilities

• Preparing annual tax returns and trust accounts for a portfolio of UK Trusts and Estates.
• Managing the Trust Registration Service (TRS) and maintaining accurate client records.
• Attending trustee meetings and liaising directly with clients and their advisers.

Skills

Strong technical knowledge of UK trusts and estates

Excellent attention to detail

Strong communication skills

Commercial awareness

Education

ACA or ACCA qualified

Tools

CCH tax and accounts software

Job description

A well-established and forward-thinking accountancy firm is looking for a Trust Tax Manager to join their growing tax team in Thame. This is a unique opportunity to work closely with high-value trust and estate clients, in a varied role offering both technical challenge and client interaction.

This full-time, permanent position is ideal for a qualified professional with solid UK trust tax experience, particularly within private client and estate planning work. The firm has a strong reputation in the agricultural and landed estates sector, and offers hybrid working (three days in the office, up to two from home) and flexible hours to suit your lifestyle.

What you will be doing:

• Preparing annual tax returns and trust accounts for a portfolio of UK Trusts and Estates
• Reviewing Inheritance Tax returns including on death, ten-year charges, and exit charges
• Assisting partners with technical advisory work and client queries
• Managing the Trust Registration Service (TRS) and maintaining accurate client records
• Attending trustee meetings and liaising directly with clients and their advisers
• Supporting the wider trust team on more complex or high-value cases

What you will need:

• ACA or ACCA qualified with at least three years of post-qualified UK experience
• Strong technical knowledge of UK trusts and estates
• Experience preparing tax returns and accounts for trusts
• Understanding of the tax implications of different trust structures
• Familiarity with the agricultural or landed estates sector is highly desirable
• Experience with CCH tax and accounts software would be advantageous
• Excellent attention to detail and communication skills
• Commercial awareness and sound judgement
• Ability to manage a varied portfolio independently and meet deadlines

What is on offer:

• Hybrid working model (three days in the office, up to two from home)
• Flexible working hours (core hours 10am to 4pm)
• 25 days annual leave plus an additional wellbeing day
• Holiday trading, flexible bank holidays, and service-linked holiday increases
• Entry to a bespoke management development programme for aspiring leaders
• Regular team events and internal recognition awards
• Enhanced family leave and life assurance
• Health and wellbeing support including 24/7 GP access, counselling and mental health resources
• Pension salary sacrifice scheme, cycle to work scheme, electric vehicle scheme
• Discounts with a wide range of retailers
• A varied and engaging client base, with scope to broaden your technical expertise

Please note: Applicants must have full right to work in the UK, as sponsorship is not available for this role.

If you are looking to step into a rewarding, client-facing role in trust tax within a supportive and progressive environment, apply now or get in touch for a confidential chat.