Trust Tax Manager - Thame

Pro-Finance; Thame; Hybrid; GBP 50,000 - 60,000; Full time

Benefits offered by this job

Hybrid working

25 days holiday

Flexible bank holidays

Wellbeing day

Health cash plan

24/7 online GP

EV salary sacrifice

Pension salary sacrifice

Enhanced family leave

Employee events

Job summary

Pro-Finance is recruiting a Trust Tax Manager in Thame to handle a complex portfolio of trusts and estates. The role offers hybrid working with three days in the office and two from home, and a clear path for progression within a growing Top 35 firm.

You will prepare trust tax returns, support advisory work, and manage client relationships while maintaining high technical standards in a varied client base including landed estates and agricultural clients.

Qualifications

• Experience working with UK trusts within an accountancy practice or tax environment.
• Experience preparing trust accounts and tax returns.
• Understanding of different trust structures and their tax implications.
• Knowledge of IHT, including periodic and exit charges.
• Experience managing client relationships and workload.
• Confidence dealing directly with trustees and private clients.
• Strong technical judgement with a commercially minded approach.
• Agricultural or landed estate experience and CCH experience would be beneficial.

Responsibilities

• Prepare annual tax returns and trust accounts for a complex portfolio of Trust and Estate clients.
• Review IHT returns on death, periodic charges and exit charges.
• Support Partners with advisory work and technical trust queries.
• Manage your own portfolio, including Trust Registration Service updates.
• Liaise directly with clients and attend Trustee meetings where required.
• Support senior members of the Trust team and help maintain high technical standards.

Skills

Trust tax experience

UK trusts knowledge

Client relationships

Technical judgement

Education

ACA/ACCA/CTA ideal

Tools

CCH experience

Job description

Trust Tax Manager - Thame - £50,000 to £60,000

If you're a Trust Tax specialist who enjoys complex private client work but wants more scope, more variety and a clearer route forward, this could be worth a look.

I'm working with a growing Top 35 accountancy group on a Trust Tax Manager opportunity based in Thame. The team works with a high-quality client base including trusts, estates, landed estates, agricultural clients and private individuals, so this isn't a role where you'll be doing the same thing on repeat.

The Role

You’ll be responsible for:

• Preparing annual tax returns and trust accounts for a complex portfolio of Trust and Estate clients
• Reviewing IHT returns on death, periodic charges and exit charges
• Supporting Partners with advisory work and technical trust queries
• Managing your own portfolio, including Trust Registration Service updates
• Liaising directly with clients and attending Trustee meetings where required
• Supporting senior members of the Trust team
• Helping maintain high technical standards across the team

What's on Offer

• £50,000 to £60,000, with some flexibility for the right person
• Hybrid working - 3 days in the office and up to 2 from home
• Flexible working around core hours of 10am to 4pmA growing Top 35 firm with ambitious expansion plans
• High-quality work across trusts, estates, private clients and agricultural clients
• Clear progression and structured leadership development
• 25 days holiday plus the option to buy or sell additional days
• Flexible bank holidays
• Additional wellbeing day each year
• Health cash plan
• 24/7 online GP access and wellbeing support
• EV salary sacrifice scheme
• Pension salary sacrifice scheme
• Enhanced family leave
• Regular employee events and long service awards

About You

Qualifications are flexible. ACA, ACCA or CTA would be ideal, but they're more interested in finding someone with the right depth of trust tax experience than ticking a particular qualification box. Strong ATT-qualified or QBE candidates will also be considered.

You’ll ideally have:

• Strong experience working with UK trusts within an accountancy practice or tax environment
• Experience preparing trust accounts and tax returns
• A detailed understanding of different trust structures and their tax implications
• Good knowledge of IHT, including periodic and exit charges
• Experience managing client relationships and your own workload
• Confidence dealing directly with trustees and other private clients
• Strong technical judgement and a commercially minded approach
• Agricultural or landed estate experience would be particularly useful, and CCH experience would also be beneficial.

Why this role?

Because it gives you the chance to work on genuinely interesting trust and estate work within a growing team, while still offering flexibility, progression and access to senior decision-makers.

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.