Tax, Trusts & Estates Manager

Your new firm
Our client is a highly respected regional law firm with a strong reputation for advising high-net-worth individuals, families, trustees and business owners on complex private wealth matters. Recognised in leading legal directories, the firm is known for its collaborative culture, high-quality work and commitment to developing its people. The Private Wealth team advises on a broad range of trusts, tax and estate planning matters and acts for clients with substantial and often multi-generational wealth.

Your new role
This is an exciting opportunity for an experienced Trusts & Tax professional to join a well-established Private Wealth team in a senior capacity. Working closely with partners, solicitors, trustees, financial advisers and other professional contacts, you will play a key role in the management and administration of complex trust structures while providing specialist tax support and guidance across a varied client base.Your responsibilities will include overseeing the administration of discretionary, interest in possession, lifetime and will trusts, preparing and reviewing trust accounts, managing TRS registrations and compliance requirements, and handling income tax, capital gains tax and inheritance tax reporting obligations. You will also advise on trust structuring, wealth preservation and succession planning matters, support annual trust reviews and assist trustees in fulfilling their legal and fiduciary duties.In addition, you will mentor junior members of the team, contribute to business development initiatives, and support the continued growth of the Private Wealth practice through the delivery of a high-quality and client-focused service.

What you'll need to succeed
You will have significant experience in trusts, tax and private wealth work, gained within a legal, accountancy, trust corporation or professional services environment. Applications are welcomed from Trust Managers, Trust Administrators, Tax Managers, Private Client Lawyers, Chartered Tax Advisers and STEP-qualified professionals seeking a senior, technically focused position. You should possess strong technical knowledge across trust administration, trust accounting, inheritance tax, capital gains tax and income tax compliance, together with experience managing trust structures throughout their lifecycle. Experience advising trustees, preparing trust accounts, handling TRS requirements and supporting estate planning matters will be essential. STEP qualification would be highly advantageous, although candidates with ATT, CTA, solicitor qualifications or equivalent experience are also encouraged to apply.

Tax & Trust Technical Requirements:

• Trust Administration: Managing discretionary, interest in possession, lifetime and will trusts, including trust creation, ongoing administration, reviews and terminations.
• Trust Accounting: Preparing and reviewing trust accounts, monitoring distributions, income and capital movements, and supporting annual compliance obligations.
• Income Tax: Preparation and review of trust and estate tax returns, trust income calculations and ongoing HMRC compliance.
• Capital Gains Tax: Advising on disposals, reliefs, hold-over claims, reporting obligations and tax-efficient planning opportunities.
• Inheritance Tax: Experience dealing with relevant property trusts, periodic and exit charges, succession planning and wealth preservation strategies.
• TRS Compliance: Managing Trust Registration Service requirements and maintaining ongoing compliance with regulatory obligations.
• Advisory Work: Supporting trustees, families and other stakeholders on trust, tax, estate planning and wealth protection matters.
• Leadership: Supervising junior team members, reviewing work and contributing to the technical development of the wider team.

What you'll get in return
In return, you will join a highly regarded Private Wealth team with a strong reputation in the market and an impressive client base. The role offers exposure to complex and rewarding trusts and tax work, genuine long-term career progression opportunities and the chance to work alongside recognised specialists in the field. The firm offers a competitive salary and benefits package, hybrid working arrangements, structured professional development and a supportive culture that places real value on technical excellence, collaboration and career progression.

What you need to do now
If you are interested in this opportunity or would like to discuss it in more detail, please get in touch for a confidential conversation. If this role is not quite right for you but you are considering a move within Private Client, Trusts, Tax, Estate Planning or Private Wealth, I would be delighted to discuss other opportunities currently available. Candidates with more or less experience than outlined are equally encouraged to apply.

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