Trust and Estate Tax Manager or Senior Manager

Pro-Tax
City of London, Greater London

Job Details

Trust & Estate Manager / Senior Manager

Location: London (Hybrid - 3 days office)
Salary: Up to £90,000 + excellent benefits
Job Type: Full-time, Permanent

Are you an experienced Trust & Estate specialist ready to step into a senior, influential role? We're working with a highly regarded firm with one of the largest Trusts & Estates teams in the South East, now looking to appoint either a Manager or Senior Manager to support further growth.

This is an outstanding opportunity to join a reputable, people-focused practice offering genuine career progression, a varied client base, and strong technical exposure.

The Trust & Estate Manager / Senior Manager Role

You will manage a portfolio of trust and estate clients and deliver high-quality advisory and compliance services. The work is diverse and includes:

  • Trust formation, restructuring and reorganisations
  • Inheritance Tax planning, including APR & BPR
  • Annual trust accounts and tax returns
  • IHT, CGT and wider estate planning advice
  • Supporting solicitors and external professional partners
  • Managing, developing and mentoring junior staff
  • Billing, workflow and financial management
  • Identifying new advisory opportunities

This role works collaboratively with in-house tax, legal, and advisory specialists, providing a broad platform to develop your technical and leadership skills.

About You

  • Strong background in Trusts & Estates (accounting, tax or legal routes welcome)
  • Excellent technical knowledge across IHT, CGT, APR, BPR and trust legislation
  • Experience managing or mentoring staff
  • STEP qualified or keen to study
  • ATT/CTA beneficial but not essential
  • Able to manage complex workloads and maintain high-quality output

Candidates at both Manager and Senior Manager levels will be considered.

What's on Offer

  • Salary up to £90,000
  • Hybrid working (3 days office / 2 days home)
  • 25 days holiday + bank holidays + holiday buying
  • Pension, life assurance, income protection
  • Private Medical Insurance & Critical Illness Cover
  • Health Cash Plan & wellbeing support
  • Clear, structured progression routes
  • Continuous professional development & external training
  • Inclusive culture with flexible working support
  • ESG commitments, charity involvement & volunteer days
  • Cycle to work scheme, season ticket loan, and additional travel benefits

Interview Process

  • Two-stage interview
  • Optional informal conversation available

If you're an ambitious Trust & Estate professional seeking a step up in responsibility, visibility, and technical breadth - this is a role not to miss.

________

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.

Company

Placing individuals in tax jobs demands expertise. Whether you have tax vacancies that need filling or are looking to further your career with a new tax job, we can provide an informed and effective service, recruiting from tax juniors through to tax manager and tax director levels.

When it comes to successfully placing people into tax jobs, experience and expertise are paramount. We strive to put the right candidate with the right business for the benefit of both parties.

The Pro-Tax brand stands for professionalism, integrity and above all results. We pride ourselves on repeat business and this can only be achieved by doing a good job not only first time, but every time. If you’re looking for your next career move get in contact with one of our recruiters here.

Company info

Website
Telephone
020 4549 9941
Posted 2026-07-21

Recommended Jobs

Sous Chef - Boutique Hotel

Collins King & Associates
North London

The Role of Sous Chef We’re looking for a Sous Chef to help lead the kitchens of an award-winning country house hotel in Hertfordshire. By ensuring the culinary standards remain high across multip…

View Details
Posted 2026-06-24

Senior Finance Administrator - Secondary School - Barking...

Marchant Recruitment
Barking, Greater London

Location: Barking and Dagenham, East London Start Date: January 2026 Salary: Senior support staff pay scale An opportunity has arisen for a Senior Finance Administrator to join a high-perf…

View Details
Posted 2025-12-19

Full-Time Dental Nurse - Harrow - Indeed

Locum Meds
Harrow, Greater London

JOB OVERVIEW Location: Harrow Job Type: Full-Time Date Posted: November 2025 Hours: 37.5 hours per week Salary: £25,000 – £30,000 per annum (DOE) About the Job: A reputable a…

View Details
Posted 2025-11-27

Computer Science ECT - Outstanding Secondary School, Sutton

Marchant Recruitment
Sutton, Greater London

Computer Science ECT – Outstanding Secondary School, Sutton Start Date: As soon as possible Contract: Full-time, Permanent Salary: Paid to scale School Information This Outstanding …

View Details
Posted 2026-01-16

Teacher of Geography - Independent School - Islington

Marchant Recruitment
London

A superb opportunity for a Geography Teacher has arisen at a renowned Independent School in Islington, starting January 2026. This permanent, full-time role contributes to a distinguished Humanities …

View Details
Posted 2025-10-21

Teacher of History role in Newham - Outstanding School

Marchant Recruitment
Newham, Greater London

We are working with a school who are recruiting for an inspirational History Teacher to join an Ofsted Outstanding secondary school in Newham. This is a full-time, permanent position starting in Sept…

View Details
Posted 2026-04-16

Teacher of Spanish Opportunity in Newham (Outstanding Rated)

Marchant Recruitment
Newham, Greater London

A high-energy "Outstanding" academy in Newham is seeking an energetic Spanish Teacher for a full-time, permanent role. This role is perfect for a linguist who prizes technical mastery and seeks to he…

View Details
Posted 2026-04-28

Corporate Tax Senior Manager

Pro-Tax
London

Job Details Corporate Tax Senior Manager | Top 10 Firm London | Hybrid (50% office-based) Salary: Up to £95,000 (DOE) + excellent benefits Top 10 Firm Are you an experienced Corporate T…

View Details
Posted 2026-07-21

Legal Counsel

BYD Europe
Uxbridge, Greater London

Location: Uxbridge, London  Key responsibilities: Draft, review, negotiate and advise on a variety of complex commercial contracts which may include auto finance agreements, fleet sale agreemen…

View Details
Posted 2026-03-07