Trust Tax Manager - Private Family Office

Trust Tax Manager - Private Family Office

London West End | Hybrid Working (3 Days Office / 2 Days Home)

£65,000 + Excellent Benefits

Are you an experienced Trust Tax professional looking for a role that combines interesting technical work with genuine work-life balance? We're partnering with a highly respected Private Family Office in London's West End that advises generations of wealthy families and charitable trusts. This is an excellent opportunity to join a collaborative, close-knit team where you'll manage a high-quality portfolio, build trusted client relationships and work in an environment that values expertise, autonomy and professional development.

You’ll take responsibility for a varied portfolio of trusts and estates, ensuring compliance while delivering a first-class service to clients and beneficiaries. Working closely with colleagues and professional advisers, you’ll handle a broad range of trust taxation and administration matters.

Your responsibilities will include:

• Managing a portfolio of family and charitable trusts and estates.
• Preparing trust accounts and trust tax returns.
• Advising on inheritance tax, capital gains tax and trust distributions.
• Liaising with clients, HMRC and external professional advisers.
• Supporting beneficiaries and maintaining exceptional client service throughout.

You’ll have experience managing trust and estate administration and trust tax compliance within a professional practice, family office or legal environment.

Ideally, you’ll also have:

• STEP qualification (or be working towards it).
• Experience preparing trust accounts and trust tax returns.
• Strong technical knowledge of UK trust taxation.
• Excellent communication and relationship-building skills.
• Experience using CCH Trust Accounts and CCH Central (desirable).

• Salary of £65,000.
• Hybrid working (3 days in the office, 2 from home).
• 25 days' annual leave.
• Private Medical Insurance.
• Non-contributory pension.
• Life Assurance.
• Group Income Protection.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.