Private Client Compliance & Trust

A respected, mid-market accountancy and advisory practice is looking to strengthen its Private Client team with an experienced Trust & Estate Tax Manager. This is a great next step for someone who already operates at Assistant Manager level or above and is ready to take fuller ownership of a client book, with a clear path toward more senior responsibility.

You'll be joining a firm that puts genuine weight behind staff development, offering structured training and real progression opportunities, in a working culture built around flexibility and teamwork.

• Owning a portfolio of clients, acting as their day-to-day contact and making sure statutory and reporting deadlines are consistently hit
• Keeping on top of the commercial side of your portfolio, monitoring work in progress, scoping new engagements and agreeing fees
• Spotting chances to bring in extra work from existing clients and helping introduce them to other services the firm offers
• Contributing toward the team's wider new-business goals
• Checking and signing off returns and calculations prepared by more junior staff
• Picking up bespoke advisory pieces as they come up, anything from capital gains work and remuneration planning through to inheritance tax and trust registration matters
• Working alongside colleagues in the broader tax and advisory functions on cross-team projects
• Supervising, coaching and supporting more junior members of the team as they develop

• A recognised tax or accountancy qualification (such as CTA, ATT, CA or STEP)
• Several years' experience in tax compliance, having already worked at Assistant Manager level or higher
• Solid grounding in trust and estate work, comfortable with inheritance tax returns, trust registration and ongoing trust administration
• The confidence to research technical points independently rather than needing everything handed to you
• A demonstrable history of running your own client relationships well

• Some exposure to estate administration matters
• Comfort using standard tax and accounting software packages
• Solid, general Microsoft Office skills

The firm offers generous and an excellent package built around wellbeing and long-term security.