Opportunity Description
An exciting opportunity has arisen for an experienced Trust Manager to join a growing and highly regarded Private Client Tax team. This role offers the chance to work with a diverse portfolio of trusts, estates, high‑net‑worth individuals, and their advisers, while playing a key role in the continued development of the department.
Key Responsibilities
- Manage a portfolio of private clients, with a significant focus on trusts and estates.
- Provide expert advice on a broad range of trust, estate, capital gains tax, and inheritance tax matters.
- Lead the delivery of complex tax advisory projects and prepare high‑quality technical reports.
- Act as a trusted adviser and primary point of contact for clients, trustees, executors and professional advisers.
- Oversee UK tax compliance processes, including the preparation and review of trust, estate, and personal tax returns.
- Support Partners and Directors in managing client relat...
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