Trust Tax Manager
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What you'll do
- Take responsibility for a varied portfolio of trust clients
- Contribute to the delivery of high-quality compliance and advisory work
- Participate in client meetings
- Provide clear, confident responses to technical queries
- Develop junior team members, supporting their technical growth and career progression
What they're looking for
- Solid working knowledge of Trusts Tax
- Experience managing your own client portfolio
- Relevant professional qualification (CTA or STEP)
- Post-qualification experience
- Confident in delivering high-quality work to deadlines
Nice to have
- Experience in trust and/or private client advisory work, including inheritance tax planning and trust structuring
- Trust compliance experience
- Knowledge of onshore trusts (offshore trust experience is desirable but not required)
- Experience working with a varied portfolio of trust clients
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Your new company
Your new role
What you'll need to succeed
- Experience in trust and/or private client advisory work, including inheritance tax planning and trust structuring
- Trust compliance experience
- Knowledge of onshore trusts (offshore trust experience is desirable but not required)
- Experience working with a varied portfolio of trust clients
What you'll get in return
- A culture that values curiosity, integrity and doing what’s right
- Access to leaders who are genuinely invested in your development
- Opportunities to contribute to meaningful initiatives beyond your day‑to‑day role
- The freedom to bring your whole self to work and pursue your passions
What you need to do now
If you're interested in this Trust Tax Manager role in either Manchester or Liverpool, click 'apply now' to forward an up-to-date copy of your CV, or call Justin Hopkins on 0161 237 3388 to discuss it in more detail.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
#4760913 - Justin HopkinsCompany
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