Private Client Tax Manager

The Trust, City of Westminster

Private Client Tax Manager

Salary not available. View on company website.

The Trust, City of Westminster

  • Full time
  • Permanent
  • Onsite working

Posted 6 days ago, 31 Jul | Get your application in now to be included in the first week's applications.

Closing date: Closing date not specified

Job ref: b2e0397e2b954e35a9d68e6c2f19767a

Location ref: City of Westminster

Full Job Description

A highly regarded Top 10 accountancy and advisory firm is seeking a Private Client Tax Manager to join its growing Trust & Family Office practice. This is an excellent opportunity for a trust-focused private client professional looking to deepen their technical expertise while gaining exposure to sophisticated UK and international family wealth structures, trustees, estates and high-net-worth families. The team advises a diverse client base and is known for its collaborative culture, strong technical capability and clear progression opportunities. The Opportunity As a Private Client Tax Manager, you'll manage a portfolio of private clients, trusts and family office relationships while working closely with experienced Directors and Partners on complex planning matters. The role offers exposure to both UK and international trust work, providing an excellent platform for someone looking to broaden their advisory experience and progress towards Senior Manager.,

  • Managing a portfolio of private clients, trusts and family office relationships
  • Advising trustees, beneficiaries and high-net-worth individuals
  • Delivering a blend of compliance and advisory work
  • Supporting trust, estate and succession planning projects
  • Managing WIP, billing and client service delivery
  • Working closely with senior stakeholders on complex technical matters
  • Coaching and mentoring junior team members
  • Building strong relationships with clients and professional intermediaries
  • Why This Role Stands Out
  • Join a specialist Trust & Family Office team within a leading Top 10 firm
  • Exposure to both UK and international trust structures
  • Strong mix of compliance and advisory work
  • Opportunity to work alongside recognised trust specialists
  • Direct Partner exposure and involvement in complex client matters
  • Clear progression pathway to Senior Manager
  • Collaborative, supportive and non-political culture
  • Broad exposure across trusts, estates, family offices and private wealth clients
  • Hybrid and flexible working arrangements

    You are likely to be:
  • CTA and/or ACA qualified
  • Operating at Manager level within Private Client Tax
  • Experienced in advising trusts and private clients
  • Comfortable managing client relationships independently
  • Interested in developing deeper trust and family office expertise
  • Looking for a long-term career opportunity within a growing specialist team, Experience of estates, international trusts or family office clients would be advantageous but is not essential.

    Placing individuals in tax jobs demands expertise. Whether you have tax vacancies that need filling or are looking to further your career with a new tax job, we can provide an informed and effective service, recruiting from tax juniors through to tax manager and tax director levels.
  • When it comes to successfully placing people into tax jobs, experience and expertise are paramount. We strive to put the right candidate with the right business for the benefit of both parties. The Pro-Tax brand stands for professionalism, integrity and above all results. We pride ourselves on repeat business and this can only be achieved by doing a good job not only first time, but every time. If you're looking for your next career move get in contact with one of our recruiters here.

    Package
  • £70,000 - £85,000 depending on experience
  • Hybrid and flexible working
  • 25 days' holiday plus bank holidays
  • Private medical insurance
  • Pension scheme
  • Life assurance
  • Career coaching and mentoring
  • Structured learning and development support
  • Clear progression framework

Direct job link

https://www.jobs24.co.uk/job/private-client-tax-manager-127131568