Trust Tax Manager

Trust Tax Manager – Manchester (Hybrid/Flexible)

£50,000 – £70,000 plus benefits, bonus and an attractive bonus package.

Leading Top 10 Accountancy firm.

Trust tax compliance & advisory work.

Clear pathway for progression.

• Manage a portfolio of trust clients, including UK resident and non-resident trusts, estates, and high-net-worth individuals.
• Prepare and review trust tax returns and related compliance documentation in accordance with HMRC requirements.
• Advise trustees and beneficiaries on tax implications of distributions, income, and capital gains.
• Ensure timely submission of tax returns and payments, and manage correspondence with HMRC.
• Provide technical guidance on inheritance tax, capital gains tax, and income tax matters relating to trusts and estates.
• Liaise with solicitors, financial advisers, and other professionals to ensure accurate reporting and planning.
• Support clients with the registration of trusts on the Trust Registration Service (TRS) and maintain compliance with ongoing obligations.
• Identify tax planning opportunities and advise on restructuring or winding up of trusts.
• Keep up to date with changes in legislation and communicate relevant updates to clients and colleagues.
• Assist with internal training and development of junior staff within the trust and private client team.
• Review trust accounts and ensure accurate allocation of income and capital for tax purposes.
• Participate in business development activities and contribute to proposals and client pitches.

• Suitable qualification (ATT, ACA, STEP, CTA, etc.).
• Experience in trust compliance and portfolio management.
• Advisory experience is a bonus but can be developed.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status or any other aspect that makes them unique.

We welcome applicants from all backgrounds to apply and encourage you to let us know if we can take steps to ensure your recruitment process is comfortable for you.