Private Client Tax (Trusts) - Assistant Manager/Manager, London

Private Client Tax - Trusts

Assistant Manager/Manager

London

Are you a technically strong private client specialist with a keen interest in trusts and trust accounting ? Ready to take ownership of complex, high-value client relationships while working alongside experienced partners and directors?

I am working with a longstanding and well regarding mid-tier London client, who are looking for a bright, enthusiastic Assistant Manager or Manager to join their UK Private Client team in London. This is an opportunity to work with high-net-worth families, landed estates, and international trust structures - delivering sophisticated advice that genuinely makes a difference.

This is a role with lots of variety, client complexity and scope to grow your technical skills in a supportive team with a great culture.

The day to day work…

• Manage a diverse portfolio of UK and international trusts, estates, and high net worth individuals
• Prepare and review annual trust tax returns, estate accounts, IHT returns, and related filings (including SA900s)
• Advise trustees, beneficiaries, and family offices on trust structuring, distributions, and inheritance tax planning
• Analyse asset structures, including consideration of Agricultural and Business Property Relief
• Conduct detailed technical research and provide clear, practical written advice
• Oversee preparation of trust accounts, ensuring correct income and capital allocation and regulatory compliance
• Support tax planning, restructuring, and succession projects for HNW families and landed estates
• Mentor junior team members and contribute to internal training initiatives

Role requirement's....

• ACA, CTA or ACCA qualified
• Technically strong across personal tax, ideally with some experience with trust compliance
• Experienced in managing a busy portfolio with multiple stakeholders
• Commercially aware and confident dealing with senior clients
• Organised, deadline-driven, and comfortable managing concurrent projects
• A team player who enjoys mentoring others
• Most importantly, you're proactive, solutions-focused, and motivated to deliver outstanding client service.

Sound interesting? Drop me an email at [email protected] or call me on 07795 552924 to learn more!

________

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.