Private Tax Managaer-Trust&Estates

Our client is a distinguished accounting and tax practice based in London OR Hertfordshire, renowned for their personalized approach and technical excellence in working with high-net-worth individuals and families. With a growing client base of affluent private clients, they now seek an experienced Private Tax Manager with specialist knowledge in trusts and estates to strengthen their private client team.

As a Private Tax Manager specializing in trusts and estates, the successful candidate will play a pivotal role in delivering comprehensive tax planning and compliance services to high-net-worth individuals, families, trusts, and estates. They will manage complex client relationships and provide technical leadership within the private client team.

• Manage a portfolio of complex trust and estate clients, providing both compliance and advisory services
• Prepare and review trust and personal tax returns for high-value and technically complex structures
• Develop and implement tax-efficient wealth structuring and succession planning strategies
• Provide technical expertise on trust taxation, inheritance tax planning, and estate administration
• Advise on complex trust arrangements including creation, management, and winding up
• Support executors and trustees with tax compliance and planning matters
• Lead client meetings and build strong relationships with trustees, beneficiaries, and other advisors
• Identify planning opportunities and coordinate with other professionals (solicitors, investment managers)
• Mentor and develop junior team members, reviewing their work and providing technical guidance
• Stay abreast of legislative changes affecting trusts and estates taxation
• Contribute to business development initiatives and assist with proposals for new clients

• CTA, STEP, ACA, or equivalent qualification
• Minimum 5 years' experience in personal tax with substantial focus on trusts and estates
• Strong technical knowledge of trust taxation, inheritance tax, and estate planning
• Experience managing complex private client relationships
• Excellent drafting skills for technical advice and correspondence
• Proficiency with tax software and Microsoft Office suite
• Outstanding communication skills and ability to explain complex concepts clearly
• Proven ability to work to deadlines while maintaining attention to detail

• STEP qualification or working towards
• Experience with offshore trusts and international aspects of trust taxation
• Knowledge of tax issues relating to non-domiciled individuals
• Business development experience and ability to identify new opportunities
• Experience in a boutique or mid-tier practice environment