Trust Tax Manager - Manchester

PRO TAX; Manchester; Hybrid; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Benefits

Bonus

Job summary

PRO TAX in Manchester is expanding its trust tax advisory team within a Top 10 accountancy firm. The Trust Tax Manager role focuses on managing portfolios, preparing returns, and advising on tax implications for trusts and estates.

The position offers hybrid/flexible working with a clear progression path. Relevant ATT/ACA/STEP/CTA qualifications and advisory experience are highly valued.

Qualifications

• Qualified ATT/ACA/STEP/CTA with trust tax focus.
• Trust compliance/portfolio experience essential.
• Advisory experience a bonus and may be developed.

Responsibilities

• Manage a portfolio of trust clients, including UK resident and non-resident trusts, estates and high-net-worth individuals.
• Prepare and review trust tax returns and related compliance docs per HMRC.
• Advise trustees and beneficiaries on distributions, income and capital gains tax.
• Ensure timely submission of returns and payments; liaise with HMRC.
• Provide guidance on inheritance tax, capital gains tax and income tax for trusts.
• Coordinate with solicitors and financial advisers for reporting and planning.
• Support TRS registrations and ongoing compliance obligations.
• Identify tax planning opportunities; advise on restructuring/winding up trusts.
• Stay updated on legislation and communicate updates to clients and colleagues.
• Assist with internal training and development of junior staff.
• Review trust accounts and allocate income/capital for tax purposes.
• Contribute to business development, proposals and client pitches.

Skills

Trust tax knowledge

Portfolio management

HMRC compliance guidance

Advisory skills

Education

ATT/ACA/STEP/CTA qualification

Tools

TRS knowledge

Job description

Trust Tax Manager

Manchester + Hybrid/Flexible working

£50,000 - £70,000 + Benefits + Bonus

Snapshot of the firm / role:

• Leading Top 10 Accountancy firm


• Trust tax compliance & Advisory work


• Clear pathway for progression

We are working with a leading Top 10 Firm who are looking to expand their trust tax compliance & advisory team in Manchester

Your new role:

• Managing a portfolio of trust clients, including UK resident and non-resident trusts, estates, and high-net-worth individuals.


• Preparing and reviewing trust tax returns and related compliance documentation in accordance with HMRC requirements.


• Advising trustees and beneficiaries on tax implications of distributions, income, and capital gains.


• Ensuring timely submission of tax returns and payments, and managing correspondence with HMRC.


• Providing technical guidance on inheritance tax, capital gains tax, and income tax matters relating to trusts and estates.


• Liaising with solicitors, financial advisers, and other professionals to ensure accurate reporting and planning.


• Supporting clients with the registration of trusts on the Trust Registration Service (TRS) and maintaining compliance with ongoing obligations.


• Identifying tax planning opportunities and advising on restructuring or winding up of trusts.


• Keeping up to date with changes in legislation and communicating relevant updates to clients and colleagues.


• Assisting with internal training and development of junior staff within the trust and private client team.


• Reviewing trust accounts and ensuring accurate allocation of income and capital for tax purposes.


• Participating in business development activities and contributing to proposals and client pitches.

To be successful in this role you'll need:

• Suitable qualification, ATT, ACA, STEP, CTA etc


• Trust compliance / portfolio experience


• Advisory experience a bonus but could be developed

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.