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.
Role Overview
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.
Key Responsibilities
- 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
Required Qualifications & Experience
- 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
Desirable Skills
- 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
