Trust Tax Manager

Position Overview

You’ve done the technical work. You know your IHT from your CGT. Now you’re looking for a role where your expertise actually shapes things—and where clients value the advice as much as the accuracy.

A well-respected firm is looking for a Trust Tax Manager to join their established private client team. You’ll manage a portfolio of UK trusts and HNW individuals, advise on planning opportunities, and be a go-to for both clients and junior team members. There’s compliance, yes—but also strategy, advisory work, and the chance to really own relationships. You’ll also help develop the team and improve internal processes as the firm continues to grow.

You’ll need practical experience in trust tax and personal returns, strong communication skills, and the ability to think proactively—not just reactively. If you’re ready for more autonomy and less red tape, this could be a great move.

• Manage a portfolio of UK trusts and HNW individuals.
• Advise on planning opportunities and trust tax matters.
• Serve as a go-to resource for clients and junior team members.
• Develop and improve internal processes as the firm continues to grow.

• Practical experience in trust tax and personal returns.
• Strong communication skills.
• Proactive thinking and independence.