Trust & Tax Manager

Location: Newcastle Upon Tyne

Trust & Tax Manager – Wills, Trusts & Probate

Location:

Poole, Dorset Type:
Full-time | Hybrid working available Are you an experienced Private Client Tax professional looking for a new challenge? We are seeking a Trust & Tax Manager to join a busy and friendly Wills, Trusts & Probate team in Poole. This is an exciting opportunity to work in a dynamic environment with real scope for career progression.

Key Responsibilities Assist with tax reporting for individuals and trustees. Provide technical tax advice and guidance. Prepare and review trust and estate accounts. Oversee the management of a large portfolio of trusts. About You ATT or CTA qualified. Minimum 3 years PQE in Private Client Tax. Strong technical knowledge and attention to detail. Ability to work autonomously while collaborating with the wider team.

What’s on Offer Competitive salary with substantial performance-related bonuses. Above-average holiday allowance. Healthcare scheme, gym membership, and enhanced pension contributions. Clear career progression and opportunities to develop leadership and business development skills. Supportive and professional culture with hybrid working options. If you thrive in a challenging, client-focused environment and want to make a real impact, we’d love to hear from you.

Apply now with your CV and a covering letter explaining how you align with our values.