Trusts Senior Tax Manager - Birmingham

Pro-Tax; Birmingham; On-site; GBP 60,000 - 80,000; Full time

Job summary

Join a leading Top 10 firm as a Senior Trusts Manager in Birmingham, managing a prestigious portfolio with long-standing clients. This role offers autonomy, growth potential, and support for STEP qualification, focusing on trust management and client relationships. The firm is committed to diversity and welcomes applicants from all backgrounds.

Qualifications

• Strong experience in managing Trusts is essential.
• STEP qualification support offered for candidates.
• Ability to work autonomously while managing client portfolios.

Responsibilities

• Build relationships with clients for effective trust management.
• Assist clients with IHT, family wealth, and tax planning.
• Collaborate with the Head of Private Client Tax.

Skills

Tax planning

Wealth management

Client relationship management

Education

Experience in Trusts

STEP qualification (preferred)

Job description

Exclusive opportunity to join a Top 10 firm as their leading Senior Trusts Manager! This well-established and esteemed team has won awards for their work across Trusts and Probates and is now looking for a Senior Trusts Manager to join and work with their long-standing clients.

Due to the intimate size of this team, the firm is seeking a capable individual who is confident in lending their technical skills to an impressive portfolio of work. As the Trusts Senior Manager, you will build relationships with your client base and assist on issues including IHT, family wealth management, and long-term tax planning.

In this highly autonomous role, you will work in partnership with the Head of Private Client Tax, focused not only on your clients but also on the growth and prosperity of the firm as a whole. There is significant potential for career growth, along with the freedom to manage your role without micromanagement. While the STEP qualification is preferred, it is not essential, as strong experience in Trusts is valued. Full support for STEP qualification will be provided to candidates seeking to become qualified.

Interested in finding out more? Please call or email [e-mail].

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