Trust & Tax Manager - Full-time / Part-time

Howells Consulting Ltd; London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

An award-winning Private Client law firm in London and Oxford seeks a Trust & Tax Manager or Senior Manager to manage a portfolio of trusts and estates. The role offers hybrid working, flexible hours, and values work/life balance, making it a great opportunity for candidates seeking to excel in a supportive environment.

Qualifications

• Experience in managing trusts and estates.
• Strong understanding of tax return preparation.
• Ability to serve HNW personal tax clients.

Responsibilities

• Oversee a portfolio of trusts and estates.
• Prepare tax returns and accounts.
• Act as client-facing adviser for personal tax.

Skills

Client Advisory

Trust Management

Tax Planning

Portfolio Oversight

Education

CTA qualification

Job description

We are working with an award-winning Private Client focused law firm with offices in London and Oxford. They are growing and keen to bolster the team with the appointment of a Trust & Tax Manager or Senior Manager.

The incoming individual will work closely with a CTA Trusts & Tax Director, as well as a team of a dozen private client lawyers. They will oversee a portfolio of trusts and estates, their tax return and accounts preparation, ongoing administration and ad hoc trust planning. They will also handle some HNW personal tax clients and act very much as a client and third-party facing adviser.

The role can be based in either Oxford or London. The team would potentially consider someone part-time 3 or 4 days a week, but will equally consider strong full-time candidates. Either way, the firm offers hybrid working and flexible hours.

This is a great opportunity to join a high-quality Private Client team that genuinely values work/life balance.

Salary will be dependent on experience and location but is likely to be in the region £60k-£80k + bens (FTE).

To find out more, just email [e-mail] quoting Ref 704

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